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 REITs1.14%+0.24 ppRetail REITs0.31%-0.24 ppData Center REITs0.50%+0.16 ppHealth Care REITs0.26%-0.11 ppIndustrial REITs0.37%+0.10 ppSelf-Storage REITs0.25%-0.04 ppMulti-Family Residential REITs0.36%-0.04 ppHotel & Resort REITs0.05%-0.03 ppTimber REITs0.09%-0.02 ppReal Estate Services0.08%-0.02 ppOther Specialized REITs0.04%-0.01 ppOffice REITs0.20%-0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Self-Storage REITs
Self-Storage REITs · weight
0.25%
Industry change · 12M
-0.04 pp
Self-Storage REITs · contribution
-0.043 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2020 · 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 | $32.4bn | 0.181% | -0.011 pp | -0.034 pp | -13.1% | Yes |
| Extra Space Storage → EXR | United States | $11.4bn | 0.064% | -0.007 pp | -0.010 pp | -11.9% | 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.