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 Technology30.3%+3.46 ppConsumer Discretionary8.0%+1.23 ppEnergy2.3%+0.44 ppReal Estate3.2%+0.18 ppMaterials3.2%+0.02 ppFinancials13.2%-0.02 ppUtilities3.0%-0.08 ppHealth Care16.2%-0.17 ppConsumer Staples6.9%-1.22 ppCommunication Services3.7%-1.34 ppIndustrials10.0%-2.49 pp

2 · Industry

Inside Real Estate

Retail REITs0.36%+0.08 ppTelecom Tower REITs0.80%-0.08 ppIndustrial REITs0.38%+0.06 ppSelf-Storage REITs0.28%+0.06 ppMulti-Family Residential REITs0.32%+0.05 ppReal Estate Services0.11%+0.02 ppData Center REITs0.41%-0.02 ppHealth Care REITs0.24%-0.01 ppOther Specialized REITs0.04%+0.01 ppHotel & Resort REITs0.04%-0.00 ppTimber REITs0.10%+0.00 ppOffice REITs0.16%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.04%+0.011 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
+0.01 pp
Other Specialized REITs · contribution
+0.011 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$13.2bn0.044%-0.002 pp+0.011 pp+76.2%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.