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
Hotel & Resort REITs0.16%+0.12 ppSingle-Family Residential REITs0.08%+0.08 ppReal Estate Services0.19%+0.08 ppData Center REITs0.32%-0.08 ppTelecom Tower REITs0.76%-0.05 ppRetail REITs0.35%+0.03 ppSelf-Storage REITs0.29%+0.03 ppHealth Care REITs0.23%-0.03 ppIndustrial REITs0.30%-0.03 ppOffice REITs0.14%-0.03 ppMulti-Family Residential REITs0.33%+0.03 ppTimber REITs0.08%-0.01 ppOther Specialized REITs0.05%+0.01 pp
3 · Sub-industry
Inside Self-Storage REITs
Self-Storage REITs · weight
0.29%
Industry change · 12M
+0.03 pp
Self-Storage REITs · contribution
+0.031 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 2022 · 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 | $51.4bn | 0.202% | -0.011 pp | +0.019 pp | +5.0% | No |
| Extra Space Storage → EXR | United States | $23.1bn | 0.091% | +0.002 pp | +0.012 pp | +6.0% | 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.