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%+0.13 ppData Center REITs0.29%+0.07 ppReal Estate Services0.18%+0.06 ppRetail REITs0.28%+0.05 ppTelecom Tower REITs0.35%+0.04 ppMulti-Family Residential REITs0.17%+0.02 ppHotel & Resort REITs0.10%+0.02 ppSelf-Storage REITs0.16%+0.01 ppOffice REITs0.05%-0.01 ppOther Specialized REITs0.06%+0.01 ppTimber REITs0.04%-0.00 ppSingle-Family Residential REITs0.04%+0.00 ppIndustrial REITs0.21%-0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.28%
Industry change · 12M
+0.05 pp
Retail REITs · contribution
+0.046 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $46.4bn | 0.098% | -0.009 pp | +0.020 pp | +12.2% | No |
| Realty Income → O | United States | $50.7bn | 0.107% | -0.017 pp | +0.017 pp | +3.3% | No |
| Regency Centers → REG | United States | $13.0bn | 0.027% | -0.004 pp | +0.005 pp | +10.1% | No |
| Kimco Realty → KIM | United States | $14.4bn | 0.030% | -0.002 pp | +0.004 pp | +2.1% | No |
| Federal Realty Investment Trust → FRT | United States | $7.9bn | 0.017% | -0.003 pp | +0.000 pp | -13.9% | 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.