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 REITs0.30%+0.12 ppTelecom Tower REITs0.37%+0.08 ppData Center REITs0.29%+0.07 ppRetail REITs0.29%+0.06 ppReal Estate Services0.16%+0.06 ppMulti-Family Residential REITs0.19%+0.03 ppSelf-Storage REITs0.18%+0.02 ppHotel & Resort REITs0.10%+0.02 ppOther Specialized REITs0.07%+0.02 ppIndustrial REITs0.21%+0.02 ppOffice REITs0.05%-0.01 ppSingle-Family Residential REITs0.04%+0.00 ppTimber REITs0.04%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.29%
Industry change · 12M
+0.06 pp
Retail REITs · contribution
+0.058 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $52.0bn | 0.112% | -0.011 pp | +0.026 pp | +15.3% | No |
| Simon Property Group → SPG | United States | $45.5bn | 0.098% | -0.014 pp | +0.018 pp | +11.3% | No |
| Regency Centers → REG | United States | $12.9bn | 0.028% | -0.004 pp | +0.006 pp | +18.9% | No |
| Kimco Realty → KIM | United States | $14.2bn | 0.031% | -0.004 pp | +0.006 pp | +12.9% | No |
| Federal Realty Investment Trust → FRT | United States | $8.2bn | 0.018% | -0.002 pp | +0.002 pp | -3.0% | 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.