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 REITs0.37%-0.17 ppIndustrial REITs0.24%-0.09 ppHealth Care REITs0.28%+0.05 ppHotel & Resort REITs0.10%-0.03 ppOther Specialized REITs0.08%+0.02 ppTimber REITs0.05%-0.02 ppData Center REITs0.35%-0.02 ppSingle-Family Residential REITs0.05%-0.02 ppOffice REITs0.07%-0.02 ppSelf-Storage REITs0.21%-0.01 ppRetail REITs0.32%-0.01 ppReal Estate Services0.17%-0.01 ppMulti-Family Residential REITs0.21%-0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.32%
Industry change · 12M
-0.01 pp
Retail REITs · contribution
-0.013 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $50.7bn | 0.112% | -0.019 pp | -0.010 pp | +12.9% | Yes |
| Regency Centers → REG | United States | $13.7bn | 0.030% | -0.002 pp | -0.006 pp | +25.5% | Yes |
| Simon Property Group → SPG | United States | $52.0bn | 0.115% | +0.000 pp | +0.004 pp | +55.0% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.9bn | 0.022% | -0.001 pp | -0.002 pp | +27.2% | Yes |
| Kimco Realty → KIM | United States | $17.2bn | 0.038% | +0.000 pp | +0.001 pp | +39.3% | 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.