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 REITs0.62%-0.16 ppHotel & Resort REITs0.15%+0.11 ppOffice REITs0.10%-0.07 ppReal Estate Services0.17%+0.07 ppHealth Care REITs0.22%-0.07 ppSelf-Storage REITs0.26%-0.07 ppSingle-Family Residential REITs0.07%+0.07 ppMulti-Family Residential REITs0.27%-0.06 ppData Center REITs0.33%-0.04 ppRetail REITs0.36%-0.03 ppTimber REITs0.08%-0.02 ppIndustrial REITs0.39%-0.01 ppOther Specialized REITs0.05%-0.00 pp
3 · Sub-industry
Inside Self-Storage REITs
Self-Storage REITs · weight
0.26%
Industry change · 12M
-0.07 pp
Self-Storage REITs · contribution
-0.067 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2023 · 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 | $53.1bn | 0.181% | +0.004 pp | -0.049 pp | -17.0% | No |
| Extra Space Storage → EXR | United States | $22.0bn | 0.075% | +0.004 pp | -0.018 pp | -17.8% | 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.