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 REITs0.21%-0.15 ppMulti-Family Residential REITs0.11%-0.11 ppData Center REITs0.21%-0.10 ppRetail REITs0.22%-0.10 ppReal Estate Services0.09%-0.08 ppIndustrial REITs0.18%-0.07 ppSelf-Storage REITs0.12%-0.07 ppHealth Care REITs0.27%-0.05 ppOffice REITs0.03%-0.04 ppHotel & Resort REITs0.06%-0.04 ppTimber REITs0.02%-0.02 ppSingle-Family Residential REITs0.02%-0.02 ppOther Specialized REITs0.04%-0.02 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.22%
Industry change · 12M
-0.10 pp
Retail REITs · contribution
-0.097 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2026 · 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 | $57.8bn | 0.079% | -0.024 pp | -0.039 pp | +15.1% | No |
| Realty Income → O | United States | $62.5bn | 0.086% | -0.018 pp | -0.028 pp | +24.7% | No |
| Kimco Realty → KIM | United States | $15.9bn | 0.022% | -0.006 pp | -0.012 pp | +11.8% | No |
| Regency Centers → REG | United States | $14.4bn | 0.020% | -0.006 pp | -0.011 pp | +7.2% | No |
| Federal Realty Investment Trust → FRT | United States | $9.4bn | 0.013% | -0.004 pp | -0.007 pp | +8.0% | 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.