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

Materials29.6%+26.36 ppConsumer Discretionary9.0%+2.52 ppEnergy2.3%-1.14 ppReal Estate2.1%-1.36 ppUtilities2.2%-1.54 ppCommunication Services2.1%-1.79 ppIndustrials7.2%-2.86 ppConsumer Staples5.1%-3.17 ppFinancials7.8%-4.56 ppInformation Technology21.1%-5.55 ppHealth Care11.5%-6.91 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.38%-0.49 ppMulti-Family Residential REITs0.19%-0.17 ppRetail REITs0.24%-0.14 ppSelf-Storage REITs0.17%-0.14 ppData Center REITs0.25%-0.13 ppHealth Care REITs0.16%-0.12 ppOffice REITs0.07%-0.08 ppIndustrial REITs0.26%-0.08 ppHotel & Resort REITs0.10%-0.05 ppSingle-Family Residential REITs0.05%+0.05 ppReal Estate Services0.14%+0.05 ppTimber REITs0.06%-0.04 ppOther Specialized REITs0.04%-0.02 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.04%-0.017 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
-0.02 pp
Other Specialized REITs · contribution
-0.017 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 2023 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$16.6bn0.038%-0.014 pp-0.017 pp+22.1%No

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.