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 Technology37.5%+17.67 ppFinancials12.1%+3.93 ppConsumer Discretionary11.7%+3.50 ppIndustrials10.0%+2.95 ppConsumer Staples6.5%+1.39 ppUtilities2.8%+0.81 ppCommunication Services2.5%+0.68 ppReal Estate2.3%+0.39 ppEnergy2.3%+0.30 ppHealth Care10.3%+0.23 ppMaterials2.1%-31.86 pp

2 · Industry

Inside Real Estate

Health Care REITs0.32%+0.13 ppData Center REITs0.29%+0.07 ppReal Estate Services0.18%+0.06 ppRetail REITs0.28%+0.05 ppTelecom Tower REITs0.35%+0.04 ppMulti-Family Residential REITs0.17%+0.02 ppHotel & Resort REITs0.10%+0.02 ppSelf-Storage REITs0.16%+0.01 ppOffice REITs0.05%-0.01 ppOther Specialized REITs0.06%+0.01 ppTimber REITs0.04%-0.00 ppSingle-Family Residential REITs0.04%+0.00 ppIndustrial REITs0.21%-0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.06%+0.007 pp
Concentrated

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

View all contributions →
Other Specialized REITs · weight
0.06%
Industry change · 12M
+0.01 pp
Other Specialized REITs · contribution
+0.007 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$28.7bn0.061%-0.003 pp+0.007 pp-2.2%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.