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 REITs0.20%-0.21 ppMulti-Family Residential REITs0.11%-0.12 ppRetail REITs0.22%-0.10 ppSelf-Storage REITs0.11%-0.09 ppReal Estate Services0.08%-0.09 ppData Center REITs0.23%-0.07 ppIndustrial REITs0.18%-0.07 ppHealth Care REITs0.27%-0.06 ppHotel & Resort REITs0.06%-0.04 ppOffice REITs0.02%-0.04 ppSingle-Family Residential REITs0.02%-0.03 ppTimber REITs0.03%-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
-0.105 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Realty Income → O | United States | $57.0bn | 0.083% | -0.018 pp | -0.040 pp | +12.0% | No |
| Simon Property Group → SPG | United States | $52.8bn | 0.077% | -0.026 pp | -0.035 pp | +17.9% | No |
| Kimco Realty → KIM | United States | $15.1bn | 0.022% | -0.005 pp | -0.012 pp | +10.9% | No |
| Regency Centers → REG | United States | $13.8bn | 0.020% | -0.005 pp | -0.012 pp | +6.8% | No |
| Federal Realty Investment Trust → FRT | United States | $9.2bn | 0.013% | -0.004 pp | -0.007 pp | +13.6% | 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.