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 Retail REITs
Retail REITs · weight
0.32%
Industry change · 12M
-0.03 pp
Retail REITs · contribution
-0.027 pp
Company participation
40%
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 |
|---|---|---|---|---|---|---|---|
| Realty Income → O | United States | $50.8bn | 0.114% | +0.002 pp | -0.015 pp | +15.2% | No |
| Kimco Realty → KIM | United States | $15.0bn | 0.034% | -0.004 pp | -0.005 pp | +17.0% | No |
| Federal Realty Investment Trust → FRT | United States | $9.0bn | 0.020% | -0.002 pp | -0.004 pp | +8.9% | No |
| Simon Property Group → SPG | United States | $52.7bn | 0.118% | +0.003 pp | -0.002 pp | +32.1% | Yes |
| Regency Centers → REG | United States | $13.9bn | 0.031% | +0.001 pp | -0.002 pp | +28.9% | 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.