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
Retail REITs0.27%-0.22 ppMulti-Family Residential REITs0.27%-0.14 ppHealth Care REITs0.25%-0.12 ppData Center REITs0.42%+0.05 ppOffice REITs0.16%-0.04 ppSelf-Storage REITs0.23%-0.03 ppIndustrial REITs0.31%+0.02 ppHotel & Resort REITs0.04%-0.02 ppTimber REITs0.09%-0.02 ppTelecom Tower REITs0.88%-0.01 ppOther Specialized REITs0.03%-0.01 ppReal Estate Services0.09%-0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Self-Storage REITs
Self-Storage REITs · weight
0.23%
Industry change · 12M
-0.03 pp
Self-Storage REITs · contribution
-0.026 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $39.2bn | 0.167% | +0.166 pp | -0.019 pp | +10.8% | Yes |
| Extra Space Storage → EXR | United States | $14.6bn | 0.062% | +0.062 pp | -0.007 pp | +10.2% | 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.