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%+0.06 ppTelecom Tower REITs0.27%-0.06 ppData Center REITs0.26%-0.05 ppMulti-Family Residential REITs0.15%-0.05 ppSelf-Storage REITs0.15%-0.04 ppOffice REITs0.04%-0.03 ppReal Estate Services0.15%-0.02 ppRetail REITs0.28%-0.02 ppOther Specialized REITs0.05%-0.01 ppHotel & Resort REITs0.08%-0.01 ppTimber REITs0.04%-0.01 ppIndustrial REITs0.23%-0.01 ppSingle-Family Residential REITs0.03%-0.01 pp
3 · Sub-industry
Inside Self-Storage REITs
Self-Storage REITs · weight
0.15%
Industry change · 12M
-0.04 pp
Self-Storage REITs · contribution
-0.040 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2026 · 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 | $48.5bn | 0.093% | -0.003 pp | -0.023 pp | -3.6% | No |
| Extra Space Storage → EXR | United States | $29.3bn | 0.056% | +0.001 pp | -0.017 pp | -6.3% | 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.