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 REITs0.36%-0.11 ppIndustrial REITs0.26%-0.10 ppHealth Care REITs0.32%+0.09 ppData Center REITs0.31%-0.06 ppSelf-Storage REITs0.19%-0.04 ppHotel & Resort REITs0.10%-0.03 ppRetail REITs0.32%-0.03 ppOffice REITs0.06%-0.03 ppTimber REITs0.05%-0.02 ppReal Estate Services0.17%-0.02 ppSingle-Family Residential REITs0.05%-0.01 ppOther Specialized REITs0.06%-0.00 ppMulti-Family Residential REITs0.21%+0.00 pp
3 · Sub-industry
Inside Real Estate Services
Real Estate Services · weight
0.17%
Industry change · 12M
-0.02 pp
Real Estate Services · contribution
-0.017 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| CoStar Group → CSGP | United States | $31.3bn | 0.070% | -0.004 pp | -0.032 pp | -12.4% | No |
| CBRE Group → CBRE | United States | $42.6bn | 0.095% | +0.001 pp | +0.015 pp | +54.5% | 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.