Retail REITs
Retail REITs 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 77% 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
Oct 2020 – Sep 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 |
|---|---|---|---|---|---|---|
| Realty Income → O | Retail REITs | United States | 0.111% | -0.017 pp | +1.4% | 0.0 |
| Kimco Realty → KIM | Retail REITs | United States | 0.030% | -0.007 pp | -1.6% | 0.0 |
| Simon Property Group → SPG | Retail REITs | United States | 0.106% | -0.005 pp | +16.6% | 0.0 |
| Federal Realty Investment Trust → FRT | Retail REITs | United States | 0.017% | -0.005 pp | -8.1% | 0.0 |
| Regency Centers → REG | Retail REITs | United States | 0.026% | -0.004 pp | +4.9% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Sep 2025 | 0.291% | -0.003 pp | +0.005 pp | -0.029 pp | -0.038 pp | -9.9% |
| Aug 2025 | 0.294% | +0.015 pp | -0.007 pp | -0.022 pp | -0.044 pp | -10.0% |
| Jul 2025 | 0.279% | -0.007 pp | -0.035 pp | -0.020 pp | +0.046 pp | -8.8% |
| Jun 2025 | 0.287% | -0.015 pp | -0.034 pp | -0.018 pp | +0.058 pp | -3.1% |
| May 2025 | 0.301% | -0.013 pp | -0.015 pp | -0.015 pp | +0.069 pp | -0.1% |
| Apr 2025 | 0.314% | -0.006 pp | +0.015 pp | -0.010 pp | -0.028 pp | +2.4% |
| Mar 2025 | 0.320% | +0.004 pp | +0.016 pp | -0.009 pp | -0.023 pp | +4.8% |
| Feb 2025 | 0.316% | +0.017 pp | -0.000 pp | -0.022 pp | -0.027 pp | +5.9% |
| Jan 2025 | 0.299% | -0.005 pp | -0.025 pp | +0.066 pp | -0.031 pp | -2.7% |
| Dec 2024 | 0.304% | -0.012 pp | -0.025 pp | +0.076 pp | -0.041 pp | -4.4% |
| Nov 2024 | 0.317% | -0.008 pp | -0.021 pp | +0.084 pp | -0.013 pp | +4.3% |
| Oct 2024 | 0.324% | -0.005 pp | +0.092 pp | -0.018 pp | +0.006 pp | +6.8% |
| Sep 2024 | 0.329% | -0.009 pp | +0.101 pp | -0.014 pp | +0.014 pp | +9.1% |
| Aug 2024 | 0.338% | +0.106 pp | +0.105 pp | -0.005 pp | +0.012 pp | +6.8% |
| Jul 2024 | 0.233% | +0.004 pp | -0.109 pp | -0.097 pp | -0.004 pp | -3.4% |
| Jun 2024 | 0.229% | -0.004 pp | -0.115 pp | -0.117 pp | -0.011 pp | -7.0% |
| May 2024 | 0.233% | -0.109 pp | -0.111 pp | -0.097 pp | -0.009 pp | -5.2% |
| Apr 2024 | 0.342% | -0.001 pp | +0.012 pp | +0.024 pp | -0.010 pp | -8.8% |
| Mar 2024 | 0.343% | -0.000 pp | -0.003 pp | +0.028 pp | -0.012 pp | -9.3% |
| Feb 2024 | 0.344% | +0.014 pp | +0.014 pp | +0.018 pp | -0.040 pp | -16.1% |
| Jan 2024 | 0.330% | -0.016 pp | +0.012 pp | +0.094 pp | -0.058 pp | -14.8% |
| Dec 2023 | 0.346% | +0.016 pp | +0.030 pp | +0.106 pp | -0.033 pp | -10.6% |
| Nov 2023 | 0.330% | +0.012 pp | +0.004 pp | +0.088 pp | -0.036 pp | -12.8% |
| Oct 2023 | 0.318% | +0.003 pp | +0.082 pp | -0.033 pp | -0.040 pp | -16.3% |
| Sep 2023 | 0.315% | -0.010 pp | +0.076 pp | -0.040 pp | -0.035 pp | -12.5% |
| Aug 2023 | 0.326% | +0.090 pp | +0.084 pp | -0.058 pp | -0.042 pp | -13.1% |
| Jul 2023 | 0.236% | -0.003 pp | -0.115 pp | -0.151 pp | -0.136 pp | -10.7% |
| 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% |
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.