Retail REITs
Retail REITs is losing market weight. Lost weight for 5 consecutive months.
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 81% 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
Jul 2018 – Jun 2023 · 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 | 0.093% | -0.067 pp | -8.1% | 0.0 |
| Simon Property Group → SPG | Retail REITs | United States | 0.076% | -0.029 pp | +29.7% | 0.0 |
| Kimco Realty → KIM | Retail REITs | United States | 0.028% | -0.019 pp | +4.3% | 0.0 |
| Regency Centers → REG | Retail REITs | United States | 0.024% | -0.015 pp | +8.6% | 0.0 |
| Federal Realty Investment Trust → FRT | Retail REITs | United States | 0.018% | -0.011 pp | +5.6% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Jun 2023 | 0.240% | -0.002 pp | -0.116 pp | -0.139 pp | -0.141 pp | -8.6% |
| May 2023 | 0.242% | -0.109 pp | -0.141 pp | -0.124 pp | -0.151 pp | -10.7% |
| Apr 2023 | 0.351% | -0.004 pp | -0.036 pp | -0.007 pp | -0.050 pp | -8.4% |
| Mar 2023 | 0.355% | -0.028 pp | -0.024 pp | +0.005 pp | -0.033 pp | -2.5% |
| Feb 2023 | 0.383% | -0.004 pp | +0.017 pp | +0.016 pp | -0.009 pp | +5.4% |
| Jan 2023 | 0.388% | +0.009 pp | +0.030 pp | +0.015 pp | +0.028 pp | +4.8% |
| Dec 2022 | 0.379% | +0.013 pp | +0.028 pp | -0.002 pp | +0.017 pp | +3.6% |
| Nov 2022 | 0.366% | +0.008 pp | -0.001 pp | -0.026 pp | +0.008 pp | +3.9% |
| Oct 2022 | 0.358% | +0.007 pp | -0.015 pp | -0.044 pp | +0.025 pp | +9.7% |
| Sep 2022 | 0.351% | -0.017 pp | -0.030 pp | -0.037 pp | +0.032 pp | +7.1% |
| Aug 2022 | 0.368% | -0.005 pp | -0.025 pp | -0.025 pp | +0.047 pp | +10.3% |
| Jul 2022 | 0.373% | -0.008 pp | -0.029 pp | +0.013 pp | +0.061 pp | +15.1% |
| Jun 2022 | 0.381% | -0.012 pp | -0.007 pp | +0.019 pp | +0.063 pp | +11.6% |
| May 2022 | 0.393% | -0.009 pp | +0.000 pp | +0.035 pp | +0.069 pp | +12.0% |
| Apr 2022 | 0.402% | +0.014 pp | +0.042 pp | +0.069 pp | +0.082 pp | +16.4% |
| Mar 2022 | 0.388% | -0.004 pp | +0.026 pp | +0.069 pp | +0.230 pp | +16.8% |
| Feb 2022 | 0.392% | +0.033 pp | +0.034 pp | +0.072 pp | +0.235 pp | +15.8% |
| Jan 2022 | 0.360% | -0.002 pp | +0.027 pp | +0.048 pp | +0.196 pp | +32.4% |
| Dec 2021 | 0.362% | +0.004 pp | +0.043 pp | +0.043 pp | +0.095 pp | +38.3% |
| Nov 2021 | 0.358% | +0.025 pp | +0.037 pp | +0.035 pp | +0.085 pp | +32.5% |
| Oct 2021 | 0.333% | +0.014 pp | +0.021 pp | +0.013 pp | +0.083 pp | +38.6% |
| Sep 2021 | 0.319% | -0.002 pp | +0.001 pp | +0.161 pp | +0.319 pp | +30.8% |
| Aug 2021 | 0.321% | +0.009 pp | -0.003 pp | +0.163 pp | +0.320 pp | +30.0% |
| Jul 2021 | 0.311% | -0.007 pp | -0.008 pp | +0.148 pp | +0.311 pp | +25.8% |
| Jun 2021 | 0.318% | -0.005 pp | +0.160 pp | +0.051 pp | +0.318 pp | +12.3% |
| May 2021 | 0.323% | +0.004 pp | +0.166 pp | +0.050 pp | +0.323 pp | +23.2% |
| Apr 2021 | 0.319% | +0.161 pp | +0.156 pp | +0.069 pp | +0.011 pp | +10.7% |
| Mar 2021 | 0.158% | +0.000 pp | -0.109 pp | +0.158 pp | +0.158 pp | +10.5% |
| Feb 2021 | 0.157% | -0.006 pp | -0.116 pp | +0.157 pp | +0.157 pp | -27.2% |
| Jan 2021 | 0.163% | -0.104 pp | -0.087 pp | +0.163 pp | -0.282 pp | -34.0% |
| Dec 2020 | 0.267% | -0.006 pp | +0.267 pp | +0.267 pp | -0.197 pp | -38.3% |
| Nov 2020 | 0.273% | +0.023 pp | +0.273 pp | +0.273 pp | -0.216 pp | -41.1% |
| Oct 2020 | 0.250% | +0.250 pp | +0.250 pp | -0.058 pp | -0.264 pp | -47.7% |
| Sep 2020 | 0.000% | -0.000 pp | -0.000 pp | +0.000 pp | -0.522 pp | -48.0% |
| Aug 2020 | 0.000% | +0.000 pp | -0.000 pp | -0.000 pp | -0.507 pp | -45.7% |
| Jul 2020 | 0.000% | -0.000 pp | -0.308 pp | -0.446 pp | -0.508 pp | -45.5% |
| Jun 2020 | 0.000% | +0.000 pp | +0.000 pp | -0.463 pp | -0.507 pp | -38.2% |
| May 2020 | 0.000% | -0.308 pp | -0.000 pp | -0.489 pp | -0.551 pp | -46.8% |
| Apr 2020 | 0.308% | +0.308 pp | -0.138 pp | -0.206 pp | -0.240 pp | -39.4% |
| Mar 2020 | 0.000% | -0.000 pp | -0.463 pp | -0.522 pp | -0.589 pp | -46.4% |
| Feb 2020 | 0.000% | -0.445 pp | -0.489 pp | -0.507 pp | -0.579 pp | -17.7% |
| Jan 2020 | 0.446% | -0.018 pp | -0.068 pp | -0.062 pp | +0.119 pp | -19.5% |
| Dec 2019 | 0.464% | -0.025 pp | -0.059 pp | -0.044 pp | +0.140 pp | -15.8% |
| Nov 2019 | 0.489% | -0.025 pp | -0.018 pp | -0.063 pp | +0.162 pp | -11.3% |
| 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% |
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.