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 REITs0.97%+0.56 ppHealth Care REITs0.43%+0.26 ppMulti-Family Residential REITs0.44%+0.24 ppRetail REITs0.52%+0.23 ppData Center REITs0.40%+0.22 ppIndustrial REITs0.29%+0.17 ppSelf-Storage REITs0.31%+0.16 ppOffice REITs0.20%+0.10 ppReal Estate Services0.09%+0.05 ppTimber REITs0.11%+0.03 ppOther Specialized REITs0.05%+0.02 ppHotel & Resort REITs0.07%+0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Self-Storage REITs
Self-Storage REITs · weight
0.31%
Industry change · 12M
+0.16 pp
Self-Storage REITs · contribution
+0.160 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $42.8bn | 0.227% | +0.003 pp | +0.116 pp | +26.0% | No |
| Extra Space Storage → EXR | United States | $15.0bn | 0.080% | +0.007 pp | +0.045 pp | +39.4% | 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.