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
Health Care REITs0.34%+0.11 ppIndustrial REITs0.25%-0.09 ppTelecom Tower REITs0.41%-0.04 ppData Center REITs0.30%-0.04 ppSelf-Storage REITs0.20%-0.03 ppOffice REITs0.06%-0.03 ppRetail REITs0.32%-0.02 ppTimber REITs0.05%-0.02 ppReal Estate Services0.17%-0.02 ppHotel & Resort REITs0.11%-0.02 ppSingle-Family Residential REITs0.05%-0.01 ppMulti-Family Residential REITs0.22%+0.01 ppOther Specialized REITs0.06%-0.01 pp
3 · Sub-industry
Inside Self-Storage REITs
Self-Storage REITs · weight
0.20%
Industry change · 12M
-0.03 pp
Self-Storage REITs · contribution
-0.028 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2025 · 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 | $52.5bn | 0.125% | +0.006 pp | -0.017 pp | +7.3% | No |
| Extra Space Storage → EXR | United States | $31.5bn | 0.075% | +0.003 pp | -0.012 pp | +5.2% | 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.