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

Consumer Discretionary48.7%+41.63 ppMaterials1.4%-0.72 ppUtilities2.1%-1.03 ppReal Estate2.0%-1.23 ppCommunication Services2.0%-1.42 ppEnergy2.4%-2.32 ppConsumer Staples5.1%-4.27 ppHealth Care10.4%-6.37 ppInformation Technology9.5%-6.56 ppIndustrials7.2%-8.34 ppFinancials9.1%-9.36 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.48%-0.26 ppRetail REITs0.32%-0.17 ppData Center REITs0.18%-0.15 ppMulti-Family Residential REITs0.22%-0.11 ppTimber REITs0.06%-0.10 ppHealth Care REITs0.21%-0.09 ppSelf-Storage REITs0.17%-0.09 ppOffice REITs0.11%-0.08 ppIndustrial REITs0.13%-0.07 ppHotel & Resort REITs0.04%-0.04 ppReal Estate Services0.05%-0.04 ppOther Specialized REITs0.03%-0.02 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.03%-0.020 pp
Concentrated

Most of this industry's losses came from a few companies.

View all contributions →
Other Specialized REITs · weight
0.03%
Industry change · 12M
-0.02 pp
Other Specialized REITs · contribution
-0.020 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$9.3bn0.033%+0.002 pp-0.020 pp-0.9%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.