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 Technology34.6%+6.31 ppUtilities2.9%+0.04 ppConsumer Staples7.1%+0.00 ppReal Estate2.6%-0.16 ppIndustrials9.7%-0.18 ppFinancials11.0%-0.18 ppMaterials2.6%-0.35 ppCommunication Services2.5%-0.43 ppConsumer Discretionary11.3%-1.04 ppEnergy2.5%-1.29 ppHealth Care13.5%-2.72 pp

2 · Industry

Inside Real Estate

Industrial REITs0.27%-0.07 ppHealth Care REITs0.28%+0.05 ppData Center REITs0.32%-0.03 ppTelecom Tower REITs0.43%-0.03 ppHotel & Resort REITs0.11%-0.03 ppMulti-Family Residential REITs0.22%-0.02 ppOther Specialized REITs0.08%+0.02 ppReal Estate Services0.16%-0.02 ppTimber REITs0.06%-0.02 ppSingle-Family Residential REITs0.05%-0.01 ppRetail REITs0.33%+0.01 ppOffice REITs0.08%-0.01 ppSelf-Storage REITs0.24%-0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.08%+0.023 pp
Concentrated

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

View all contributions →
Other Specialized REITs · weight
0.08%
Industry change · 12M
+0.02 pp
Other Specialized REITs · contribution
+0.023 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$34.9bn0.081%+0.032 pp+0.023 pp+106.2%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.