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 Discretionary10.2%+2.34 ppEnergy4.0%+1.71 ppHealth Care18.2%+1.50 ppConsumer Staples7.9%+0.78 ppUtilities3.6%+0.55 ppIndustrials10.4%+0.39 ppMaterials3.2%-0.09 ppReal Estate3.2%-0.18 ppCommunication Services3.2%-0.49 ppFinancials12.4%-0.57 ppInformation Technology23.8%-5.95 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.68%-0.17 ppHotel & Resort REITs0.15%+0.11 ppReal Estate Services0.20%+0.08 ppData Center REITs0.32%-0.08 ppSingle-Family Residential REITs0.07%+0.07 ppSelf-Storage REITs0.25%-0.06 ppOffice REITs0.12%-0.04 ppMulti-Family Residential REITs0.28%-0.04 ppIndustrial REITs0.38%-0.02 ppHealth Care REITs0.23%-0.02 ppRetail REITs0.38%+0.02 ppTimber REITs0.08%-0.02 ppOther Specialized REITs0.05%+0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.05%+0.004 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
+0.00 pp
Other Specialized REITs · contribution
+0.004 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$14.5bn0.052%+0.002 pp+0.004 pp-0.1%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.