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
Universe›Real Estate›Other Specialized REITs›Other Specialized REITs

1 · Sector

Weight and 12M allocation change

Health Care16.7%+0.00 ppInformation Technology16.1%+0.00 ppConsumer Staples9.4%+0.00 ppIndustrials15.6%+0.00 ppUtilities3.2%+0.00 ppFinancials18.5%+0.00 ppMaterials2.1%+0.00 ppReal Estate3.2%+0.00 ppConsumer Discretionary7.1%+0.00 ppEnergy4.7%+0.00 ppCommunication Services3.5%+0.00 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.74%+0.00 ppOffice REITs0.18%+0.00 ppReal Estate Services0.09%+0.00 ppData Center REITs0.33%+0.00 ppHealth Care REITs0.30%+0.00 ppMulti-Family Residential REITs0.33%+0.00 ppSelf-Storage REITs0.25%+0.00 ppRetail REITs0.50%+0.00 ppHotel & Resort REITs0.09%+0.00 ppOther Specialized REITs0.05%+0.00 ppIndustrial REITs0.20%+0.00 ppTimber REITs0.16%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.05%+0.000 pp
Mixed participation

Company contributions point in different directions.

View all contributions →
Other Specialized REITs · weight
0.05%
Industry change · 12M
+0.00 pp
Other Specialized REITs · contribution
+0.000 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2018 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$9.4bn0.053%+0.000 pp+0.000 pp+0.0%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.