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

Consumer Discretionary11.0%+3.01 ppEnergy3.9%+1.57 ppHealth Care17.5%+1.30 ppConsumer Staples7.7%+0.79 ppUtilities3.4%+0.46 ppIndustrials10.1%+0.13 ppReal Estate3.2%-0.06 ppMaterials3.1%-0.11 ppCommunication Services3.2%-0.50 ppFinancials12.4%-0.81 ppInformation Technology24.5%-5.78 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.67%-0.13 ppHotel & Resort REITs0.16%+0.12 ppReal Estate Services0.20%+0.09 ppData Center REITs0.33%-0.08 ppSingle-Family Residential REITs0.07%+0.07 ppMulti-Family Residential REITs0.29%-0.04 ppOffice REITs0.12%-0.04 ppSelf-Storage REITs0.25%-0.03 ppHealth Care REITs0.22%-0.02 ppTimber REITs0.08%-0.01 ppOther Specialized REITs0.05%+0.01 ppRetail REITs0.37%+0.01 ppIndustrial REITs0.37%-0.01 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.05%+0.009 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
+0.01 pp
Other Specialized REITs · contribution
+0.009 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 2022 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$15.8bn0.054%-0.001 pp+0.009 pp+25.6%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.