Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Real Estate
Telecom Tower REITs0.40%-0.09 ppIndustrial REITs0.25%-0.07 ppHealth Care REITs0.30%+0.06 ppHotel & Resort REITs0.11%-0.03 ppOther Specialized REITs0.09%+0.03 ppMulti-Family Residential REITs0.21%-0.02 ppTimber REITs0.05%-0.02 ppData Center REITs0.34%-0.02 ppSingle-Family Residential REITs0.05%-0.02 ppReal Estate Services0.16%-0.01 ppOffice REITs0.08%-0.01 ppRetail REITs0.32%+0.01 ppSelf-Storage REITs0.22%-0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.32%
Industry change · 12M
+0.01 pp
Retail REITs · contribution
+0.006 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 2024 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Realty Income → O | United States | $51.7bn | 0.122% | +0.032 pp | +0.007 pp | +31.9% | Yes |
| Simon Property Group → SPG | United States | $47.9bn | 0.113% | +0.035 pp | +0.007 pp | +62.3% | Yes |
| Regency Centers → REG | United States | $13.0bn | 0.030% | +0.008 pp | -0.005 pp | +23.6% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.4bn | 0.022% | +0.006 pp | -0.003 pp | +26.7% | Yes |
| Kimco Realty → KIM | United States | $16.0bn | 0.038% | +0.011 pp | -0.000 pp | +39.2% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.