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 REITs0.33%-0.20 ppIndustrial REITs0.22%-0.15 ppSelf-Storage REITs0.19%-0.07 ppHotel & Resort REITs0.10%-0.04 ppRetail REITs0.30%-0.04 ppReal Estate Services0.16%-0.03 ppOffice REITs0.07%-0.03 ppHealth Care REITs0.27%+0.03 ppTimber REITs0.05%-0.03 ppMulti-Family Residential REITs0.20%-0.03 ppSingle-Family Residential REITs0.04%-0.02 ppOther Specialized REITs0.07%+0.01 ppData Center REITs0.34%-0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.30%
Industry change · 12M
-0.04 pp
Retail REITs · contribution
-0.041 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $46.7bn | 0.106% | -0.023 pp | -0.018 pp | -2.1% | No |
| Simon Property Group → SPG | United States | $48.8bn | 0.111% | -0.001 pp | -0.010 pp | +26.9% | Yes |
| Regency Centers → REG | United States | $13.4bn | 0.030% | -0.000 pp | -0.006 pp | +14.9% | Yes |
| Kimco Realty → KIM | United States | $15.8bn | 0.036% | -0.001 pp | -0.004 pp | +15.0% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.5bn | 0.022% | -0.001 pp | -0.004 pp | +12.1% | 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.