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 Technology32.5%+4.21 ppFinancials12.6%+0.68 ppUtilities2.9%+0.21 ppCommunication Services2.8%+0.07 ppConsumer Staples7.3%-0.17 ppReal Estate2.5%-0.21 ppEnergy2.8%-0.42 ppMaterials2.4%-0.51 ppConsumer Discretionary11.4%-0.59 ppIndustrials9.8%-0.82 ppHealth Care12.9%-2.46 pp

2 · Industry

Inside Real Estate

Health Care REITs0.34%+0.11 ppIndustrial REITs0.25%-0.09 ppTelecom Tower REITs0.41%-0.04 ppData Center REITs0.30%-0.04 ppSelf-Storage REITs0.20%-0.03 ppOffice REITs0.06%-0.03 ppRetail REITs0.32%-0.02 ppTimber REITs0.05%-0.02 ppReal Estate Services0.17%-0.02 ppHotel & Resort REITs0.11%-0.02 ppSingle-Family Residential REITs0.05%-0.01 ppMulti-Family Residential REITs0.22%+0.01 ppOther Specialized REITs0.06%-0.01 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.06%-0.005 pp
Concentrated

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

View all contributions →
Other Specialized REITs · weight
0.06%
Industry change · 12M
-0.01 pp
Other Specialized REITs · contribution
-0.005 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2025 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$25.3bn0.060%-0.010 pp-0.005 pp+10.4%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.