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

Financials99.9%+83.57 ppMaterials0.0%-2.75 ppEnergy0.0%-3.85 ppReal Estate0.0%-3.89 ppUtilities0.0%-3.90 ppCommunication Services0.0%-4.98 ppConsumer Discretionary0.0%-7.03 ppConsumer Staples0.0%-9.10 ppIndustrials0.0%-13.37 ppHealth Care0.0%-17.15 ppInformation Technology0.0%-17.55 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.00%-0.99 ppRetail REITs0.00%-0.55 ppMulti-Family Residential REITs0.00%-0.43 ppHealth Care REITs0.00%-0.41 ppData Center REITs0.00%-0.38 ppSelf-Storage REITs0.00%-0.32 ppIndustrial REITs0.00%-0.27 ppOffice REITs0.00%-0.21 ppTimber REITs0.00%-0.10 ppReal Estate Services0.00%-0.09 ppHotel & Resort REITs0.00%-0.08 ppOther Specialized REITs0.00%-0.05 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.00%-0.051 pp
Concentrated

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

View all contributions →
Other Specialized REITs · weight
0.00%
Industry change · 12M
-0.05 pp
Other Specialized REITs · contribution
-0.051 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2020 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$7.4bn0.000%+0.000 pp-0.051 pp-9.0%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.