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
Telecom Tower REITs0.33%-0.10 ppIndustrial REITs0.22%-0.07 ppSelf-Storage REITs0.17%-0.07 ppMulti-Family Residential REITs0.18%-0.05 ppHealth Care REITs0.32%+0.05 ppRetail REITs0.29%-0.04 ppData Center REITs0.28%-0.03 ppOffice REITs0.05%-0.03 ppOther Specialized REITs0.06%-0.02 ppReal Estate Services0.18%+0.02 ppHotel & Resort REITs0.10%-0.02 ppTimber REITs0.04%-0.01 ppSingle-Family Residential REITs0.04%-0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.29%
Industry change · 12M
-0.04 pp
Retail REITs · contribution
-0.044 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $53.7bn | 0.111% | -0.004 pp | -0.019 pp | +0.0% | No |
| Simon Property Group → SPG | United States | $51.2bn | 0.106% | +0.001 pp | -0.008 pp | +13.4% | Yes |
| Kimco Realty → KIM | United States | $15.2bn | 0.032% | -0.001 pp | -0.006 pp | +1.0% | No |
| Federal Realty Investment Trust → FRT | United States | $8.7bn | 0.018% | -0.001 pp | -0.005 pp | -8.8% | No |
| Regency Centers → REG | United States | $13.2bn | 0.027% | -0.002 pp | -0.005 pp | +3.6% | 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.