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
Latest available · not live
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Real Estate
Telecom Tower REITs0.20%-0.10 ppReal Estate Services0.08%-0.08 ppRetail REITs0.24%-0.05 ppHealth Care REITs0.37%+0.04 ppMulti-Family Residential REITs0.13%-0.04 ppSelf-Storage REITs0.13%-0.03 ppHotel & Resort REITs0.07%-0.02 ppOffice REITs0.03%-0.02 ppTimber REITs0.02%-0.01 ppSingle-Family Residential REITs0.03%-0.01 ppIndustrial REITs0.20%-0.01 ppOther Specialized REITs0.06%-0.00 ppData Center REITs0.27%-0.00 pp
3 · Sub-industry
Inside Office REITs
Office REITs · weight
0.03%
Industry change · 12M
-0.02 pp
Office REITs · contribution
-0.022 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 |
|---|---|---|---|---|---|---|---|
| Alexandria Real Estate Equities → ARE | United States | $8.3bn | 0.014% | -0.002 pp | -0.015 pp | -39.6% | No |
| BXP, Inc. → BXP | United States | $9.8bn | 0.016% | -0.002 pp | -0.007 pp | -14.0% | 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.