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 Technology27.3%+27.25 ppHealth Care16.4%+16.43 ppIndustrials12.2%+12.14 ppConsumer Discretionary7.3%+7.28 ppConsumer Staples7.1%+7.13 ppCommunication Services4.4%+4.36 ppMaterials3.3%+3.25 ppReal Estate3.2%+3.19 ppUtilities3.0%+3.01 ppEnergy2.1%+2.14 ppFinancials13.7%-86.17 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.86%+0.85 ppData Center REITs0.40%+0.40 ppIndustrial REITs0.32%+0.32 ppMulti-Family Residential REITs0.31%+0.31 ppRetail REITs0.31%+0.31 ppHealth Care REITs0.27%+0.27 ppSelf-Storage REITs0.27%+0.27 ppOffice REITs0.17%+0.17 ppReal Estate Services0.11%+0.11 ppTimber REITs0.09%+0.09 ppOther Specialized REITs0.04%+0.04 ppHotel & Resort REITs0.04%+0.04 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.04%+0.043 pp
Concentrated

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

View all contributions →
Other Specialized REITs · weight
0.04%
Industry change · 12M
+0.04 pp
Other Specialized REITs · contribution
+0.043 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2021 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$12.6bn0.043%+0.001 pp+0.043 pp+66.8%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.