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
Health Care REITs0.34%+0.11 ppIndustrial REITs0.25%-0.09 ppTelecom Tower REITs0.41%-0.04 ppData Center REITs0.30%-0.04 ppSelf-Storage REITs0.20%-0.03 ppOffice REITs0.06%-0.03 ppRetail REITs0.32%-0.02 ppTimber REITs0.05%-0.02 ppReal Estate Services0.17%-0.02 ppHotel & Resort REITs0.11%-0.02 ppSingle-Family Residential REITs0.05%-0.01 ppMulti-Family Residential REITs0.22%+0.01 ppOther Specialized REITs0.06%-0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.32%
Industry change · 12M
-0.02 pp
Retail REITs · contribution
-0.023 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Simon Property Group → SPG | United States | $47.1bn | 0.112% | +0.001 pp | -0.011 pp | +11.5% | No |
| Realty Income → O | United States | $51.7bn | 0.123% | +0.017 pp | -0.006 pp | +12.9% | Yes |
| Federal Realty Investment Trust → FRT | United States | $8.4bn | 0.020% | -0.002 pp | -0.004 pp | -1.3% | No |
| Kimco Realty → KIM | United States | $14.4bn | 0.034% | -0.002 pp | -0.002 pp | +13.2% | No |
| Regency Centers → REG | United States | $13.4bn | 0.032% | +0.001 pp | +0.001 pp | +26.7% | 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.