Retail REITs
Retail REITs is gaining market weight. Lost weight for 1 consecutive month.
Most of this industry's gains 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 76% of gross gains. 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 2018 – Oct 2019 · 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 |
|---|---|---|---|---|---|---|
| Realty Income → O | Retail REITs | United States | 0.131% | +0.074 pp | +41.0% | 0.0 |
| Simon Property Group → SPG | Retail REITs | United States | 0.222% | +0.046 pp | -13.9% | 0.0 |
| Kimco Realty → KIM | Retail REITs | United States | 0.047% | +0.024 pp | +42.7% | 0.0 |
| Federal Realty Investment Trust → FRT | Retail REITs | United States | 0.054% | +0.022 pp | +13.2% | 0.0 |
| Regency Centers → REG | Retail REITs | United States | 0.059% | +0.022 pp | +9.9% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Oct 2019 | 0.514% | -0.009 pp | +0.005 pp | -0.034 pp | +0.190 pp | -6.5% |
| Sep 2019 | 0.523% | +0.016 pp | +0.015 pp | -0.067 pp | +0.225 pp | +6.2% |
| Aug 2019 | 0.507% | -0.001 pp | -0.045 pp | -0.072 pp | +0.196 pp | -0.9% |
| Jul 2019 | 0.508% | +0.000 pp | -0.040 pp | +0.181 pp | -0.030 pp | +3.6% |
| Jun 2019 | 0.508% | -0.044 pp | -0.082 pp | +0.184 pp | -0.039 pp | +1.8% |
| May 2019 | 0.552% | +0.004 pp | -0.028 pp | +0.225 pp | +0.035 pp | +15.9% |
| Apr 2019 | 0.548% | -0.042 pp | +0.221 pp | +0.224 pp | +0.039 pp | +15.9% |
| Mar 2019 | 0.590% | +0.010 pp | +0.266 pp | +0.292 pp | +0.082 pp | +25.0% |
| Feb 2019 | 0.579% | +0.252 pp | +0.253 pp | +0.269 pp | +0.090 pp | +27.1% |
| Jan 2019 | 0.327% | +0.004 pp | +0.003 pp | -0.211 pp | -0.169 pp | +27.4% |
| Dec 2018 | 0.323% | -0.003 pp | +0.026 pp | -0.223 pp | -0.173 pp | +25.4% |
| Nov 2018 | 0.327% | +0.003 pp | +0.016 pp | -0.190 pp | -0.170 pp | +26.2% |
| Oct 2018 | 0.324% | +0.027 pp | -0.214 pp | -0.185 pp | -0.172 pp | +24.1% |
| Sep 2018 | 0.297% | -0.013 pp | -0.249 pp | -0.210 pp | -0.199 pp | +12.0% |
| Aug 2018 | 0.311% | -0.227 pp | -0.206 pp | -0.179 pp | -0.186 pp | +16.1% |
| Jul 2018 | 0.538% | -0.008 pp | +0.029 pp | +0.042 pp | +0.042 pp | +11.6% |
| Jun 2018 | 0.546% | +0.029 pp | +0.039 pp | +0.050 pp | +0.050 pp | +11.9% |
| May 2018 | 0.517% | +0.007 pp | +0.027 pp | +0.020 pp | +0.020 pp | +5.1% |
| Apr 2018 | 0.509% | +0.002 pp | +0.013 pp | +0.013 pp | +0.013 pp | +1.8% |
| Mar 2018 | 0.507% | +0.018 pp | +0.011 pp | +0.011 pp | +0.011 pp | +1.7% |
| Feb 2018 | 0.489% | -0.007 pp | -0.007 pp | -0.007 pp | -0.007 pp | -1.2% |
| Jan 2018 | 0.496% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +0.0% |
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.