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 REITs0.31%-0.13 ppSelf-Storage REITs0.16%-0.08 ppIndustrial REITs0.21%-0.06 ppMulti-Family Residential REITs0.16%-0.05 ppHealth Care REITs0.33%+0.05 ppData Center REITs0.27%-0.05 ppRetail REITs0.29%-0.04 ppOffice REITs0.05%-0.03 ppTimber REITs0.04%-0.02 ppOther Specialized REITs0.06%-0.02 ppHotel & Resort REITs0.09%-0.02 ppSingle-Family Residential REITs0.04%-0.01 ppReal Estate Services0.17%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.29%
Industry change · 12M
-0.04 pp
Retail REITs · contribution
-0.038 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $55.6bn | 0.111% | -0.001 pp | -0.017 pp | +1.4% | No |
| Kimco Realty → KIM | United States | $14.8bn | 0.030% | -0.001 pp | -0.007 pp | -1.6% | No |
| Simon Property Group → SPG | United States | $53.2bn | 0.106% | +0.008 pp | -0.005 pp | +16.6% | Yes |
| Federal Realty Investment Trust → FRT | United States | $8.7bn | 0.017% | -0.000 pp | -0.005 pp | -8.1% | No |
| Regency Centers → REG | United States | $13.2bn | 0.026% | -0.001 pp | -0.004 pp | +4.9% | 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.