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

Information Technology17.9%+7.76 ppHealth Care16.6%+6.64 ppFinancials15.9%+6.02 ppIndustrials13.4%+5.24 ppConsumer Staples9.3%+4.44 ppCommunication Services5.4%+3.44 ppReal Estate4.0%+2.04 ppUtilities3.9%+2.00 ppMaterials2.9%+1.73 ppEnergy3.6%+0.89 ppConsumer Discretionary7.2%-40.20 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs1.04%+0.62 ppHealth Care REITs0.44%+0.25 ppMulti-Family Residential REITs0.44%+0.23 ppData Center REITs0.40%+0.20 ppRetail REITs0.51%+0.20 ppSelf-Storage REITs0.34%+0.18 ppIndustrial REITs0.29%+0.17 ppOffice REITs0.20%+0.09 ppReal Estate Services0.10%+0.04 ppTimber REITs0.11%+0.02 ppOther Specialized REITs0.05%+0.02 ppHotel & Resort REITs0.06%+0.01 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.05%+0.016 pp
Concentrated

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

View all contributions →
Other Specialized REITs · weight
0.05%
Industry change · 12M
+0.02 pp
Other Specialized REITs · contribution
+0.016 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$9.1bn0.050%-0.001 pp+0.016 pp-5.3%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.