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%+0.09 ppIndustrial REITs0.23%-0.05 ppOffice REITs0.05%-0.03 ppRetail REITs0.31%-0.03 ppReal Estate Services0.16%-0.02 ppHotel & Resort REITs0.10%-0.02 ppTelecom Tower REITs0.43%+0.02 ppTimber REITs0.05%-0.02 ppSelf-Storage REITs0.20%-0.01 ppMulti-Family Residential REITs0.21%-0.01 ppData Center REITs0.33%+0.01 ppSingle-Family Residential REITs0.05%-0.01 ppOther Specialized REITs0.06%-0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.31%
Industry change · 12M
-0.03 pp
Retail REITs · contribution
-0.028 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $51.6bn | 0.124% | +0.018 pp | -0.010 pp | +13.7% | Yes |
| Simon Property Group → SPG | United States | $44.6bn | 0.107% | -0.002 pp | -0.008 pp | +17.7% | No |
| Federal Realty Investment Trust → FRT | United States | $8.1bn | 0.019% | -0.001 pp | -0.006 pp | -5.9% | No |
| Kimco Realty → KIM | United States | $13.6bn | 0.033% | -0.001 pp | -0.004 pp | +12.1% | No |
| Regency Centers → REG | United States | $13.1bn | 0.031% | +0.002 pp | -0.000 pp | +26.8% | 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.