Real Estate Services
Real Estate Services is losing market weight. Lost weight for 1 consecutive month.
Most of this industry's losses came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 100% of gross losses. Opposing contributions can make an individual company’s change larger than the industry’s net change.
How has it moved through history?
Share of matched S&P 500 members
Jan 2021 – Dec 2025 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.
Evidence can disagree
Independent dimensions · no combined score or bullish/bearish verdict
Other evidence and availability
Valuation data: unavailable; shown as zero placeholder.
Attention data: unavailable; shown as zero placeholder.
Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.
Volume / turnover: unavailable in this dataset.
Follow the contribution to individual companies
Sorted by absolute 12-month weight contribution, not investment merit
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| CoStar Group → CSGP | Real Estate Services | United States | 0.056% | -0.011 pp | -6.1% | 0.0 |
| CBRE Group → CBRE | Real Estate Services | United States | 0.094% | +0.003 pp | +22.5% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Dec 2025 | 0.150% | -0.002 pp | -0.016 pp | -0.014 pp | -0.008 pp | -10.2% |
| Nov 2025 | 0.152% | +0.006 pp | -0.027 pp | -0.003 pp | -0.016 pp | -14.0% |
| Oct 2025 | 0.146% | -0.019 pp | -0.037 pp | -0.015 pp | -0.018 pp | -13.1% |
| Sep 2025 | 0.165% | -0.013 pp | +0.002 pp | -0.005 pp | +0.005 pp | +2.0% |
| Aug 2025 | 0.179% | -0.004 pp | +0.024 pp | +0.013 pp | +0.017 pp | +11.1% |
| Jul 2025 | 0.183% | +0.020 pp | +0.022 pp | +0.014 pp | +0.064 pp | +12.8% |
| Jun 2025 | 0.163% | +0.008 pp | -0.007 pp | +0.006 pp | +0.055 pp | +13.1% |
| May 2025 | 0.155% | -0.006 pp | -0.010 pp | -0.013 pp | +0.042 pp | +2.5% |
| Apr 2025 | 0.161% | -0.010 pp | -0.008 pp | -0.004 pp | -0.025 pp | -5.5% |
| Mar 2025 | 0.170% | +0.005 pp | +0.013 pp | +0.010 pp | -0.022 pp | -2.7% |
| Feb 2025 | 0.165% | -0.003 pp | -0.003 pp | +0.003 pp | -0.017 pp | +1.6% |
| Jan 2025 | 0.168% | +0.011 pp | +0.004 pp | +0.049 pp | -0.011 pp | +3.4% |
| Dec 2024 | 0.158% | -0.010 pp | -0.003 pp | +0.050 pp | -0.033 pp | -7.9% |
| Nov 2024 | 0.168% | +0.004 pp | +0.006 pp | +0.055 pp | -0.013 pp | +3.6% |
| Oct 2024 | 0.164% | +0.004 pp | +0.045 pp | -0.021 pp | -0.009 pp | +3.0% |
| Sep 2024 | 0.161% | -0.001 pp | +0.053 pp | -0.031 pp | -0.021 pp | -3.2% |
| Aug 2024 | 0.162% | +0.043 pp | +0.049 pp | -0.021 pp | -0.029 pp | -9.1% |
| Jul 2024 | 0.119% | +0.011 pp | -0.066 pp | -0.060 pp | -0.012 pp | -5.1% |
| Jun 2024 | 0.108% | -0.005 pp | -0.084 pp | -0.083 pp | -0.034 pp | -20.9% |
| May 2024 | 0.113% | -0.073 pp | -0.070 pp | -0.068 pp | -0.025 pp | -14.0% |
| Apr 2024 | 0.185% | -0.007 pp | +0.006 pp | +0.011 pp | -0.001 pp | -0.4% |
| Mar 2024 | 0.192% | +0.010 pp | +0.001 pp | +0.011 pp | +0.019 pp | +11.4% |
| Feb 2024 | 0.182% | +0.003 pp | +0.002 pp | -0.008 pp | -0.011 pp | -6.1% |
| Jan 2024 | 0.180% | -0.011 pp | +0.006 pp | +0.049 pp | -0.021 pp | -8.5% |
| Dec 2023 | 0.191% | +0.010 pp | +0.010 pp | +0.049 pp | -0.010 pp | -4.7% |
| Nov 2023 | 0.181% | +0.007 pp | -0.010 pp | +0.043 pp | -0.016 pp | -9.1% |
| Oct 2023 | 0.174% | -0.008 pp | +0.043 pp | -0.013 pp | -0.025 pp | -16.5% |
| Sep 2023 | 0.181% | -0.009 pp | +0.039 pp | +0.009 pp | -0.012 pp | -9.0% |
| Aug 2023 | 0.191% | +0.060 pp | +0.053 pp | -0.003 pp | +0.100 pp | -9.4% |
| Jul 2023 | 0.131% | -0.011 pp | -0.056 pp | -0.070 pp | +0.035 pp | -14.8% |
| Jun 2023 | 0.142% | +0.004 pp | -0.030 pp | -0.059 pp | +0.049 pp | -2.1% |
| May 2023 | 0.138% | -0.049 pp | -0.056 pp | -0.060 pp | +0.040 pp | -9.2% |
| Apr 2023 | 0.187% | +0.014 pp | -0.014 pp | -0.012 pp | +0.087 pp | -11.5% |
| Mar 2023 | 0.173% | -0.021 pp | -0.029 pp | -0.021 pp | +0.070 pp | -18.5% |
| Feb 2023 | 0.194% | -0.007 pp | -0.003 pp | +0.103 pp | +0.081 pp | -14.9% |
| Jan 2023 | 0.201% | -0.000 pp | +0.002 pp | +0.105 pp | +0.087 pp | -14.4% |
| Dec 2022 | 0.201% | +0.004 pp | +0.008 pp | +0.108 pp | +0.085 pp | -14.5% |
| Nov 2022 | 0.197% | -0.002 pp | +0.106 pp | +0.100 pp | +0.089 pp | -7.1% |
| Oct 2022 | 0.199% | +0.005 pp | +0.103 pp | +0.099 pp | +0.083 pp | -8.8% |
| Sep 2022 | 0.194% | +0.103 pp | +0.100 pp | +0.091 pp | +0.079 pp | -12.7% |
| Aug 2022 | 0.091% | -0.005 pp | -0.007 pp | -0.022 pp | -0.017 pp | -2.3% |
| Jul 2022 | 0.096% | +0.003 pp | -0.004 pp | -0.018 pp | -0.015 pp | -1.1% |
| Jun 2022 | 0.094% | -0.004 pp | -0.009 pp | -0.023 pp | -0.008 pp | +1.6% |
| May 2022 | 0.098% | -0.002 pp | -0.015 pp | -0.011 pp | -0.008 pp | +1.3% |
| Apr 2022 | 0.100% | -0.003 pp | -0.014 pp | -0.017 pp | -0.004 pp | +3.6% |
| Mar 2022 | 0.102% | -0.010 pp | -0.014 pp | -0.012 pp | +0.050 pp | +8.4% |
| Feb 2022 | 0.112% | -0.002 pp | +0.004 pp | +0.004 pp | +0.062 pp | +18.7% |
| Jan 2022 | 0.114% | -0.002 pp | -0.002 pp | +0.003 pp | +0.065 pp | +46.3% |
| Dec 2021 | 0.116% | +0.008 pp | +0.002 pp | +0.015 pp | +0.031 pp | +45.8% |
| Nov 2021 | 0.108% | -0.008 pp | -0.000 pp | +0.003 pp | +0.021 pp | +30.7% |
| Oct 2021 | 0.116% | +0.002 pp | +0.005 pp | +0.013 pp | +0.036 pp | +51.0% |
| Sep 2021 | 0.115% | +0.007 pp | +0.013 pp | +0.063 pp | +0.115 pp | +63.3% |
| Aug 2021 | 0.108% | -0.003 pp | +0.003 pp | +0.057 pp | +0.108 pp | +59.2% |
| Jul 2021 | 0.111% | +0.009 pp | +0.007 pp | +0.062 pp | +0.111 pp | +65.0% |
| Jun 2021 | 0.102% | -0.004 pp | +0.050 pp | +0.016 pp | +0.102 pp | +36.1% |
| May 2021 | 0.106% | +0.002 pp | +0.055 pp | +0.018 pp | +0.105 pp | +40.9% |
| Apr 2021 | 0.104% | +0.052 pp | +0.055 pp | +0.024 pp | +0.023 pp | +35.3% |
| Mar 2021 | 0.052% | +0.001 pp | -0.033 pp | +0.052 pp | +0.052 pp | +35.7% |
| Feb 2021 | 0.051% | +0.002 pp | -0.036 pp | +0.051 pp | +0.051 pp | +3.7% |
| Jan 2021 | 0.049% | -0.036 pp | -0.031 pp | +0.049 pp | -0.052 pp | -15.1% |
How are these descriptive states defined?
Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.
Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.
Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.
Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.
Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.