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 Technology29.3%+4.19 ppConsumer Discretionary12.5%+1.15 ppIndustrials10.5%+0.21 ppReal Estate2.8%-0.41 ppMaterials2.8%-0.42 ppCommunication Services2.8%-0.51 ppUtilities2.6%-0.62 ppEnergy3.1%-0.63 ppConsumer Staples6.6%-0.85 ppFinancials11.6%-1.05 ppHealth Care15.5%-1.06 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.47%-0.15 ppMulti-Family Residential REITs0.21%-0.08 ppIndustrial REITs0.35%-0.05 ppData Center REITs0.37%+0.04 ppRetail REITs0.34%-0.04 ppOffice REITs0.09%-0.04 ppSelf-Storage REITs0.23%-0.03 ppHotel & Resort REITs0.13%-0.03 ppHealth Care REITs0.23%-0.02 ppOther Specialized REITs0.07%+0.01 ppReal Estate Services0.18%-0.01 ppTimber REITs0.07%-0.01 ppSingle-Family Residential REITs0.06%-0.01 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.07%+0.012 pp
Concentrated

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

View all contributions →
Other Specialized REITs · weight
0.07%
Industry change · 12M
+0.01 pp
Other Specialized REITs · contribution
+0.012 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2024 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$23.0bn0.066%+0.007 pp+0.012 pp+55.6%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.