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

Communication Services5.2%+1.94 ppMaterials2.8%+0.73 ppInformation Technology17.9%+0.59 ppUtilities3.7%+0.30 ppReal Estate3.7%+0.26 ppConsumer Discretionary7.1%+0.24 ppConsumer Staples8.9%+0.13 ppIndustrials14.4%-0.54 ppHealth Care16.3%-0.95 ppEnergy3.8%-1.22 ppFinancials16.3%-1.49 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.94%+0.19 ppHealth Care REITs0.39%+0.07 ppIndustrial REITs0.27%+0.07 ppTimber REITs0.10%-0.05 ppMulti-Family Residential REITs0.40%+0.04 ppRetail REITs0.51%-0.03 ppHotel & Resort REITs0.07%-0.02 ppOther Specialized REITs0.04%-0.01 ppSelf-Storage REITs0.30%+0.01 ppOffice REITs0.20%+0.01 ppReal Estate Services0.09%-0.00 ppData Center REITs0.35%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.04%-0.014 pp
Concentrated

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

View all contributions →
Other Specialized REITs · weight
0.04%
Industry change · 12M
-0.01 pp
Other Specialized REITs · contribution
-0.014 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2019 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$8.4bn0.045%-0.007 pp-0.014 pp-10.1%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.