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%-0.16 ppIndustrial REITs0.25%-0.10 ppHealth Care REITs0.28%+0.05 ppSelf-Storage REITs0.19%-0.05 ppData Center REITs0.32%-0.04 ppHotel & Resort REITs0.10%-0.04 ppRetail REITs0.30%-0.03 ppOffice REITs0.06%-0.03 ppMulti-Family Residential REITs0.20%-0.02 ppTimber REITs0.05%-0.02 ppSingle-Family Residential REITs0.04%-0.02 ppReal Estate Services0.17%-0.01 ppOther Specialized REITs0.07%+0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.30%
Industry change · 12M
-0.03 pp
Retail REITs · contribution
-0.031 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2025 · 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 | $47.8bn | 0.106% | -0.015 pp | -0.011 pp | +5.8% | No |
| Simon Property Group → SPG | United States | $49.3bn | 0.110% | -0.003 pp | -0.007 pp | +31.9% | No |
| Regency Centers → REG | United States | $13.0bn | 0.029% | -0.001 pp | -0.005 pp | +19.4% | No |
| Federal Realty Investment Trust → FRT | United States | $9.2bn | 0.021% | -0.002 pp | -0.004 pp | +11.3% | No |
| Kimco Realty → KIM | United States | $15.1bn | 0.034% | -0.004 pp | -0.004 pp | +16.3% | No |
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.