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 Technology34.8%+5.79 ppFinancials11.4%+0.39 ppUtilities2.9%-0.05 ppIndustrials9.8%-0.10 ppConsumer Staples7.0%-0.16 ppReal Estate2.6%-0.19 ppMaterials2.5%-0.37 ppCommunication Services2.5%-0.40 ppConsumer Discretionary11.2%-0.92 ppEnergy2.5%-1.08 ppHealth Care12.9%-2.90 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.40%-0.09 ppIndustrial REITs0.25%-0.07 ppHealth Care REITs0.30%+0.06 ppHotel & Resort REITs0.11%-0.03 ppOther Specialized REITs0.09%+0.03 ppMulti-Family Residential REITs0.21%-0.02 ppTimber REITs0.05%-0.02 ppData Center REITs0.34%-0.02 ppSingle-Family Residential REITs0.05%-0.02 ppReal Estate Services0.16%-0.01 ppOffice REITs0.08%-0.01 ppRetail REITs0.32%+0.01 ppSelf-Storage REITs0.22%-0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.09%+0.027 pp
Concentrated

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

View all contributions →
Other Specialized REITs · weight
0.09%
Industry change · 12M
+0.03 pp
Other Specialized REITs · contribution
+0.027 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$36.3bn0.085%+0.031 pp+0.027 pp+116.1%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.