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
Data Center REITs0.25%-0.10 ppHealth Care REITs0.38%+0.10 ppTelecom Tower REITs0.29%-0.09 ppSelf-Storage REITs0.15%-0.06 ppMulti-Family Residential REITs0.16%-0.06 ppRetail REITs0.28%-0.04 ppOffice REITs0.04%-0.03 ppOther Specialized REITs0.05%-0.03 ppTimber REITs0.03%-0.02 ppHotel & Resort REITs0.08%-0.02 ppReal Estate Services0.15%-0.02 ppSingle-Family Residential REITs0.03%-0.01 ppIndustrial REITs0.23%-0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.28%
Industry change · 12M
-0.04 pp
Retail REITs · contribution
-0.039 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $52.8bn | 0.104% | -0.002 pp | -0.011 pp | +6.5% | Yes |
| Kimco Realty → KIM | United States | $14.0bn | 0.027% | -0.004 pp | -0.011 pp | -15.5% | No |
| Realty Income → O | United States | $53.0bn | 0.104% | -0.007 pp | -0.008 pp | +5.8% | No |
| Federal Realty Investment Trust → FRT | United States | $8.5bn | 0.017% | -0.001 pp | -0.005 pp | -11.6% | No |
| Regency Centers → REG | United States | $13.0bn | 0.026% | -0.002 pp | -0.005 pp | -2.2% | 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.