Multi-Family Residential REITs
Multi-Family Residential REITs is losing market weight. Gained weight for 1 consecutive month.
Most of this industry's losses came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 70% of gross losses. Opposing contributions can make an individual company’s change larger than the industry’s net change.
How has it moved through history?
Share of matched S&P 500 members
Sep 2020 – Aug 2025 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.
Evidence can disagree
Independent dimensions · no combined score or bullish/bearish verdict
Other evidence and availability
Valuation data: unavailable; shown as zero placeholder.
Attention data: unavailable; shown as zero placeholder.
Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.
Volume / turnover: unavailable in this dataset.
Follow the contribution to individual companies
Sorted by absolute 12-month weight contribution, not investment merit
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| Vivmark Residential → VMRK | Multi-Family Residential REITs | United States | 0.052% | -0.016 pp | -8.3% | 0.0 |
| Essex Property Trust → ESS | Multi-Family Residential REITs | United States | 0.036% | -0.011 pp | -7.3% | 0.0 |
| Mid-America Apartment Communities → MAA | Multi-Family Residential REITs | United States | 0.035% | -0.010 pp | -6.6% | 0.0 |
| UDR, Inc. → UDR | Multi-Family Residential REITs | United States | 0.027% | -0.008 pp | -7.4% | 0.0 |
| Camden Property Trust → CPT | Multi-Family Residential REITs | United States | 0.025% | -0.007 pp | -7.4% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Aug 2025 | 0.176% | +0.003 pp | -0.027 pp | -0.039 pp | -0.053 pp | -20.2% |
| Jul 2025 | 0.173% | -0.014 pp | -0.041 pp | -0.024 pp | +0.020 pp | -14.2% |
| Jun 2025 | 0.187% | -0.016 pp | -0.037 pp | -0.018 pp | +0.027 pp | -9.5% |
| May 2025 | 0.203% | -0.012 pp | -0.012 pp | -0.011 pp | +0.049 pp | +1.6% |
| Apr 2025 | 0.215% | -0.010 pp | +0.017 pp | +0.006 pp | -0.013 pp | +5.1% |
| Mar 2025 | 0.224% | +0.010 pp | +0.020 pp | +0.006 pp | +0.008 pp | +17.1% |
| Feb 2025 | 0.215% | +0.017 pp | +0.001 pp | -0.014 pp | +0.002 pp | +16.7% |
| Jan 2025 | 0.198% | -0.007 pp | -0.011 pp | +0.044 pp | -0.024 pp | +2.6% |
| Dec 2024 | 0.205% | -0.009 pp | -0.014 pp | +0.044 pp | -0.028 pp | +2.0% |
| Nov 2024 | 0.214% | +0.005 pp | -0.015 pp | +0.059 pp | -0.006 pp | +13.0% |
| Oct 2024 | 0.209% | -0.010 pp | +0.055 pp | -0.019 pp | -0.022 pp | +2.6% |
| Sep 2024 | 0.219% | -0.010 pp | +0.058 pp | +0.003 pp | -0.024 pp | +2.0% |
| Aug 2024 | 0.229% | +0.076 pp | +0.075 pp | +0.016 pp | -0.031 pp | -1.7% |
| Jul 2024 | 0.153% | -0.007 pp | -0.074 pp | -0.068 pp | -0.028 pp | -8.2% |
| Jun 2024 | 0.160% | +0.006 pp | -0.056 pp | -0.072 pp | -0.033 pp | -10.7% |
| May 2024 | 0.154% | -0.074 pp | -0.058 pp | -0.066 pp | -0.039 pp | -13.2% |
| Apr 2024 | 0.228% | +0.012 pp | +0.006 pp | -0.004 pp | -0.047 pp | -14.0% |
| Mar 2024 | 0.216% | +0.003 pp | -0.017 pp | -0.027 pp | -0.052 pp | -16.1% |
| Feb 2024 | 0.213% | -0.009 pp | -0.007 pp | -0.047 pp | -0.081 pp | -24.8% |
| Jan 2024 | 0.221% | -0.011 pp | -0.010 pp | +0.040 pp | -0.069 pp | -20.2% |
| Dec 2023 | 0.233% | +0.013 pp | -0.010 pp | +0.040 pp | -0.051 pp | -15.8% |
| Nov 2023 | 0.220% | -0.012 pp | -0.040 pp | +0.026 pp | -0.066 pp | -22.0% |
| Oct 2023 | 0.231% | -0.012 pp | +0.050 pp | -0.044 pp | -0.058 pp | -21.9% |
| Sep 2023 | 0.243% | -0.017 pp | +0.050 pp | -0.025 pp | -0.092 pp | -26.8% |
| Aug 2023 | 0.260% | +0.078 pp | +0.066 pp | -0.034 pp | -0.070 pp | -20.0% |
| Jul 2023 | 0.181% | -0.012 pp | -0.093 pp | -0.109 pp | -0.163 pp | -23.8% |
| Jun 2023 | 0.193% | -0.000 pp | -0.075 pp | -0.091 pp | -0.170 pp | -20.7% |
| May 2023 | 0.193% | -0.081 pp | -0.100 pp | -0.092 pp | -0.163 pp | -19.3% |
| Apr 2023 | 0.275% | +0.007 pp | -0.016 pp | -0.015 pp | -0.118 pp | -24.7% |
| Mar 2023 | 0.268% | -0.025 pp | -0.016 pp | -0.067 pp | -0.065 pp | -25.6% |
| Feb 2023 | 0.293% | +0.003 pp | +0.008 pp | -0.037 pp | -0.032 pp | -15.9% |
| Jan 2023 | 0.291% | +0.007 pp | +0.001 pp | -0.054 pp | -0.033 pp | -17.0% |
| Dec 2022 | 0.284% | -0.002 pp | -0.051 pp | -0.079 pp | -0.042 pp | -18.3% |
| Nov 2022 | 0.286% | -0.004 pp | -0.044 pp | -0.070 pp | -0.037 pp | -14.5% |
| Oct 2022 | 0.290% | -0.045 pp | -0.055 pp | -0.103 pp | -0.028 pp | -7.8% |
| Sep 2022 | 0.335% | +0.005 pp | -0.028 pp | +0.003 pp | +0.025 pp | +3.8% |
| Aug 2022 | 0.330% | -0.015 pp | -0.026 pp | +0.004 pp | +0.025 pp | +2.7% |
| Jul 2022 | 0.345% | -0.018 pp | -0.048 pp | +0.021 pp | +0.032 pp | +4.4% |
| Jun 2022 | 0.363% | +0.007 pp | +0.031 pp | +0.037 pp | +0.073 pp | +14.8% |
| May 2022 | 0.356% | -0.036 pp | +0.030 pp | +0.034 pp | +0.067 pp | +12.1% |
| Apr 2022 | 0.392% | +0.060 pp | +0.069 pp | +0.074 pp | +0.108 pp | +25.4% |
| Mar 2022 | 0.332% | +0.007 pp | +0.006 pp | +0.022 pp | +0.188 pp | +26.2% |
| Feb 2022 | 0.325% | +0.002 pp | +0.003 pp | +0.021 pp | +0.188 pp | +28.2% |
| Jan 2022 | 0.324% | -0.002 pp | +0.006 pp | +0.011 pp | +0.168 pp | +32.2% |
| Dec 2021 | 0.326% | +0.004 pp | +0.016 pp | +0.036 pp | +0.070 pp | +37.7% |
| Nov 2021 | 0.322% | +0.004 pp | +0.017 pp | +0.033 pp | +0.053 pp | +28.2% |
| Oct 2021 | 0.318% | +0.008 pp | +0.005 pp | +0.034 pp | +0.065 pp | +32.8% |
| Sep 2021 | 0.310% | +0.005 pp | +0.020 pp | +0.165 pp | +0.310 pp | +29.9% |
| Aug 2021 | 0.305% | -0.009 pp | +0.016 pp | +0.168 pp | +0.304 pp | +24.3% |
| Jul 2021 | 0.313% | +0.023 pp | +0.029 pp | +0.157 pp | +0.313 pp | +20.3% |
| Jun 2021 | 0.290% | +0.001 pp | +0.145 pp | +0.033 pp | +0.290 pp | -0.1% |
| May 2021 | 0.289% | +0.005 pp | +0.152 pp | +0.020 pp | +0.289 pp | -5.7% |
| Apr 2021 | 0.284% | +0.140 pp | +0.128 pp | +0.032 pp | -0.075 pp | -13.5% |
| Mar 2021 | 0.144% | +0.007 pp | -0.112 pp | +0.144 pp | +0.144 pp | -17.2% |
| Feb 2021 | 0.137% | -0.019 pp | -0.132 pp | +0.137 pp | +0.137 pp | -26.5% |
| Jan 2021 | 0.156% | -0.101 pp | -0.097 pp | +0.156 pp | -0.244 pp | -29.0% |
| Dec 2020 | 0.256% | -0.013 pp | +0.256 pp | +0.256 pp | -0.129 pp | -28.0% |
| Nov 2020 | 0.269% | +0.016 pp | +0.269 pp | +0.269 pp | -0.143 pp | -30.1% |
| Oct 2020 | 0.253% | +0.252 pp | +0.252 pp | -0.107 pp | -0.191 pp | -38.1% |
| Sep 2020 | 0.000% | -0.000 pp | -0.000 pp | -0.000 pp | -0.436 pp | -37.5% |
How are these descriptive states defined?
Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.
Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.
Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.
Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.
Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.