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 REITs0.82%-0.32 ppData Center REITs0.39%-0.11 ppMulti-Family Residential REITs0.28%-0.07 ppIndustrial REITs0.31%-0.06 ppOffice REITs0.16%-0.04 ppReal Estate Services0.10%+0.02 ppTimber REITs0.11%+0.01 ppRetail REITs0.32%+0.01 ppSelf-Storage REITs0.25%+0.00 ppHealth Care REITs0.26%-0.00 ppOther Specialized REITs0.04%+0.00 ppHotel & Resort REITs0.05%-0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Self-Storage REITs
Self-Storage REITs · weight
0.25%
Industry change · 12M
+0.00 pp
Self-Storage REITs · contribution
+0.004 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Extra Space Storage → EXR | United States | $19.6bn | 0.071% | +0.036 pp | +0.007 pp | +74.3% | Yes |
| Public Storage → PSA | United States | $49.2bn | 0.178% | +0.083 pp | -0.003 pp | +57.3% | 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.