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 REITs0.23%-0.12 ppReal Estate Services0.09%-0.09 ppHealth Care REITs0.40%+0.08 ppMulti-Family Residential REITs0.14%-0.03 ppIndustrial REITs0.24%+0.03 ppHotel & Resort REITs0.08%-0.02 ppOffice REITs0.04%-0.01 ppRetail REITs0.29%+0.01 ppSingle-Family Residential REITs0.03%-0.01 ppSelf-Storage REITs0.15%-0.01 ppTimber REITs0.03%-0.01 ppData Center REITs0.29%+0.00 ppOther Specialized REITs0.06%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.29%
Industry change · 12M
+0.01 pp
Retail REITs · contribution
+0.013 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $65.0bn | 0.113% | +0.035 pp | +0.016 pp | +46.7% | Yes |
| Realty Income → O | United States | $59.6bn | 0.104% | +0.023 pp | -0.003 pp | +20.6% | Yes |
| Federal Realty Investment Trust → FRT | United States | $10.7bn | 0.019% | +0.006 pp | +0.002 pp | +40.5% | Yes |
| Regency Centers → REG | United States | $14.7bn | 0.026% | +0.006 pp | -0.002 pp | +17.1% | Yes |
| Kimco Realty → KIM | United States | $17.2bn | 0.030% | +0.008 pp | -0.000 pp | +25.7% | 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.