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 REITs0.85%+0.11 ppHealth Care REITs0.38%+0.10 ppRetail REITs0.58%+0.09 ppMulti-Family Residential REITs0.40%+0.08 ppIndustrial REITs0.26%+0.06 ppTimber REITs0.11%-0.05 ppData Center REITs0.33%+0.02 ppOffice REITs0.21%+0.02 ppSelf-Storage REITs0.28%+0.02 ppOther Specialized REITs0.06%+0.01 ppReal Estate Services0.10%+0.00 ppHotel & Resort REITs0.08%+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
+0.02 pp
Self-Storage REITs · contribution
+0.018 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2019 · 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 | $36.9bn | 0.214% | +0.090 pp | +0.011 pp | +13.0% | Yes |
| Extra Space Storage → EXR | United States | $12.2bn | 0.071% | +0.030 pp | +0.007 pp | +17.0% | 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.