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 Technology28.3%+1.04 ppFinancials11.9%+0.79 ppConsumer Discretionary12.0%+0.65 ppIndustrials10.6%+0.56 ppConsumer Staples7.5%-0.03 ppMaterials2.9%-0.23 ppEnergy3.3%-0.30 ppReal Estate2.7%-0.32 ppCommunication Services2.8%-0.43 ppUtilities2.7%-0.60 ppHealth Care15.4%-1.13 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.45%-0.17 ppIndustrial REITs0.33%-0.06 ppMulti-Family Residential REITs0.22%-0.05 ppSelf-Storage REITs0.23%-0.03 ppHotel & Resort REITs0.13%-0.03 ppReal Estate Services0.19%+0.02 ppData Center REITs0.34%+0.02 ppOther Specialized REITs0.07%+0.01 ppOffice REITs0.09%-0.01 ppRetail REITs0.34%-0.01 ppSingle-Family Residential REITs0.06%-0.00 ppHealth Care REITs0.22%+0.00 ppTimber REITs0.07%-0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.07%+0.013 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
+0.013 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$23.4bn0.065%+0.004 pp+0.013 pp+57.7%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.