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 REITs0.38%+0.38 ppData Center REITs0.19%+0.19 ppRetail REITs0.16%+0.16 ppIndustrial REITs0.15%+0.15 ppMulti-Family Residential REITs0.14%+0.14 ppHealth Care REITs0.13%+0.13 ppSelf-Storage REITs0.11%+0.11 ppOffice REITs0.07%+0.07 ppReal Estate Services0.05%+0.05 ppTimber REITs0.05%+0.05 ppHotel & Resort REITs0.02%+0.02 ppOther Specialized REITs0.02%+0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Self-Storage REITs
Self-Storage REITs · weight
0.11%
Industry change · 12M
+0.11 pp
Self-Storage REITs · contribution
+0.115 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2021 · 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 | $40.9bn | 0.082% | -0.085 pp | +0.082 pp | +16.3% | No |
| Extra Space Storage → EXR | United States | $16.6bn | 0.033% | -0.029 pp | +0.033 pp | +29.8% | No |
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.