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 Technology36.4%+15.47 ppFinancials12.3%+4.20 ppConsumer Discretionary11.6%+3.35 ppIndustrials9.9%+2.86 ppConsumer Staples6.8%+1.56 ppCommunication Services2.7%+0.86 ppUtilities2.7%+0.78 ppHealth Care10.9%+0.56 ppReal Estate2.3%+0.49 ppEnergy2.3%+0.23 ppMaterials2.2%-30.36 pp

2 · Industry

Inside Real Estate

Health Care REITs0.30%+0.12 ppTelecom Tower REITs0.37%+0.08 ppData Center REITs0.29%+0.07 ppRetail REITs0.29%+0.06 ppReal Estate Services0.16%+0.06 ppMulti-Family Residential REITs0.19%+0.03 ppSelf-Storage REITs0.18%+0.02 ppHotel & Resort REITs0.10%+0.02 ppOther Specialized REITs0.07%+0.02 ppIndustrial REITs0.21%+0.02 ppOffice REITs0.05%-0.01 ppSingle-Family Residential REITs0.04%+0.00 ppTimber REITs0.04%+0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.07%+0.016 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
+0.02 pp
Other Specialized REITs · contribution
+0.016 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$30.3bn0.065%+0.005 pp+0.016 pp+17.9%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.