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 Technology35.4%+6.08 ppFinancials12.0%+0.50 ppConsumer Discretionary12.8%+0.34 ppConsumer Staples6.7%+0.10 ppUtilities2.6%-0.18 ppCommunication Services2.5%-0.30 ppReal Estate2.3%-0.61 ppMaterials2.2%-0.64 ppEnergy2.4%-0.74 ppIndustrials9.3%-1.06 ppHealth Care11.7%-3.51 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.33%-0.20 ppIndustrial REITs0.22%-0.15 ppSelf-Storage REITs0.19%-0.07 ppHotel & Resort REITs0.10%-0.04 ppRetail REITs0.30%-0.04 ppReal Estate Services0.16%-0.03 ppOffice REITs0.07%-0.03 ppHealth Care REITs0.27%+0.03 ppTimber REITs0.05%-0.03 ppMulti-Family Residential REITs0.20%-0.03 ppSingle-Family Residential REITs0.04%-0.02 ppOther Specialized REITs0.07%+0.01 ppData Center REITs0.34%-0.01 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.07%+0.009 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
+0.009 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$30.8bn0.070%-0.011 pp+0.009 pp+54.5%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.