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
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Real Estate
Telecom Tower REITs0.79%+0.05 ppSelf-Storage REITs0.28%+0.03 ppMulti-Family Residential REITs0.36%+0.02 ppRetail REITs0.51%+0.01 ppOffice REITs0.19%+0.01 ppReal Estate Services0.10%+0.01 ppIndustrial REITs0.21%+0.01 ppHealth Care REITs0.30%-0.01 ppOther Specialized REITs0.06%+0.00 ppHotel & Resort REITs0.08%-0.00 ppData Center REITs0.34%+0.00 ppTimber REITs0.16%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Self-Storage REITs
Self-Storage REITs · weight
0.28%
Industry change · 12M
+0.03 pp
Self-Storage REITs · contribution
+0.027 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2018 · 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 |
|---|---|---|---|---|---|---|---|
| Public Storage → PSA | United States | $34.9bn | 0.214% | +0.020 pp | +0.020 pp | +3.4% | Yes |
| Extra Space Storage → EXR | United States | $11.0bn | 0.068% | +0.008 pp | +0.008 pp | +5.6% | Yes |
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.