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 REITs0.22%-0.15 ppHealth Care REITs0.38%+0.07 ppReal Estate Services0.09%-0.07 ppMulti-Family Residential REITs0.15%-0.04 ppSelf-Storage REITs0.15%-0.03 ppHotel & Resort REITs0.08%-0.02 ppOffice REITs0.03%-0.02 ppSingle-Family Residential REITs0.03%-0.01 ppTimber REITs0.03%-0.01 ppIndustrial REITs0.22%+0.01 ppData Center REITs0.29%-0.01 ppRetail REITs0.28%-0.00 ppOther Specialized REITs0.07%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.28%
Industry change · 12M
-0.00 pp
Retail REITs · contribution
-0.002 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $63.4bn | 0.110% | +0.033 pp | +0.012 pp | +45.7% | Yes |
| Realty Income → O | United States | $57.8bn | 0.100% | +0.017 pp | -0.012 pp | +14.0% | Yes |
| Regency Centers → REG | United States | $14.6bn | 0.025% | +0.005 pp | -0.003 pp | +16.5% | Yes |
| Kimco Realty → KIM | United States | $17.1bn | 0.030% | +0.008 pp | -0.001 pp | +26.3% | Yes |
| Federal Realty Investment Trust → FRT | United States | $10.7bn | 0.019% | +0.005 pp | +0.001 pp | +35.9% | Yes |
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.