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%-0.09 ppHealth Care REITs0.34%+0.08 ppTelecom Tower REITs0.28%-0.06 ppSelf-Storage REITs0.14%-0.05 ppMulti-Family Residential REITs0.16%-0.05 ppRetail REITs0.27%-0.03 ppOffice REITs0.04%-0.03 ppOther Specialized REITs0.05%-0.02 ppHotel & Resort REITs0.08%-0.01 ppTimber REITs0.03%-0.01 ppSingle-Family Residential REITs0.03%-0.01 ppIndustrial REITs0.23%+0.01 ppReal Estate Services0.15%-0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.27%
Industry change · 12M
-0.03 pp
Retail REITs · contribution
-0.032 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Kimco Realty → KIM | United States | $13.7bn | 0.027% | -0.003 pp | -0.009 pp | -9.3% | No |
| Simon Property Group → SPG | United States | $52.4bn | 0.103% | -0.004 pp | -0.008 pp | +12.9% | Yes |
| Regency Centers → REG | United States | $12.6bn | 0.025% | -0.002 pp | -0.006 pp | -2.8% | No |
| Federal Realty Investment Trust → FRT | United States | $8.7bn | 0.017% | -0.000 pp | -0.005 pp | -5.9% | No |
| Realty Income → O | United States | $51.9bn | 0.102% | -0.010 pp | -0.004 pp | +12.2% | 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.