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 REITs0.28%-0.12 ppData Center REITs0.28%-0.07 ppSelf-Storage REITs0.15%-0.07 ppMulti-Family Residential REITs0.15%-0.06 ppRetail REITs0.27%-0.05 ppHealth Care REITs0.34%+0.04 ppOffice REITs0.04%-0.03 ppOther Specialized REITs0.06%-0.03 ppHotel & Resort REITs0.08%-0.02 ppTimber REITs0.03%-0.02 ppIndustrial REITs0.23%-0.02 ppReal Estate Services0.15%-0.02 ppSingle-Family Residential REITs0.03%-0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.27%
Industry change · 12M
-0.05 pp
Retail REITs · contribution
-0.055 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $53.0bn | 0.104% | -0.003 pp | -0.018 pp | +3.8% | No |
| Simon Property Group → SPG | United States | $49.8bn | 0.098% | -0.000 pp | -0.015 pp | +9.1% | No |
| Kimco Realty → KIM | United States | $14.0bn | 0.027% | -0.003 pp | -0.010 pp | -8.9% | No |
| Regency Centers → REG | United States | $12.5bn | 0.025% | -0.003 pp | -0.006 pp | +0.3% | No |
| Federal Realty Investment Trust → FRT | United States | $8.3bn | 0.016% | -0.001 pp | -0.006 pp | -9.3% | 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.