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 Technology27.2%+9.30 ppHealth Care16.9%+0.36 ppMaterials3.2%-0.04 ppConsumer Discretionary6.8%-0.33 ppCommunication Services4.9%-0.41 ppUtilities3.4%-0.47 ppConsumer Staples8.5%-0.55 ppReal Estate3.2%-0.60 ppIndustrials11.8%-1.61 ppEnergy1.6%-1.86 ppFinancials12.5%-3.80 pp

2 · Industry

Inside Real Estate

Retail REITs0.25%-0.26 ppMulti-Family Residential REITs0.25%-0.19 ppHealth Care REITs0.24%-0.17 ppData Center REITs0.49%+0.10 ppIndustrial REITs0.35%+0.06 ppOffice REITs0.15%-0.06 ppHotel & Resort REITs0.03%-0.03 ppSelf-Storage REITs0.26%-0.02 ppTimber REITs0.10%-0.02 ppReal Estate Services0.08%-0.01 ppOther Specialized REITs0.04%-0.01 ppTelecom Tower REITs0.96%+0.01 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
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$7.5bn0.036%+0.036 pp-0.014 pp-13.4%Yes

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.