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 REITs0.32%+0.14 ppData Center REITs0.33%+0.10 ppTelecom Tower REITs0.38%+0.08 ppRetail REITs0.30%+0.07 ppMulti-Family Residential REITs0.20%+0.05 ppSelf-Storage REITs0.20%+0.04 ppReal Estate Services0.15%+0.04 ppIndustrial REITs0.23%+0.03 ppOther Specialized REITs0.07%+0.02 ppHotel & Resort REITs0.10%+0.02 ppOffice REITs0.05%-0.01 ppSingle-Family Residential REITs0.05%+0.01 ppTimber REITs0.04%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.30%
Industry change · 12M
+0.07 pp
Retail REITs · contribution
+0.069 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $51.1bn | 0.116% | +0.002 pp | +0.028 pp | +12.8% | Yes |
| Simon Property Group → SPG | United States | $46.2bn | 0.105% | -0.013 pp | +0.023 pp | +13.2% | No |
| Regency Centers → REG | United States | $13.1bn | 0.030% | -0.001 pp | +0.008 pp | +22.2% | No |
| Kimco Realty → KIM | United States | $14.4bn | 0.033% | -0.001 pp | +0.008 pp | +14.8% | No |
| Federal Realty Investment Trust → FRT | United States | $8.2bn | 0.019% | -0.002 pp | +0.003 pp | -1.4% | 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.