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 Technology41.9%+7.32 ppEnergy2.5%+0.19 ppConsumer Discretionary11.8%-0.20 ppMaterials2.0%-0.21 ppCommunication Services2.4%-0.32 ppReal Estate2.0%-0.41 ppUtilities2.4%-0.43 ppIndustrials9.6%-0.50 ppHealth Care9.7%-1.47 ppConsumer Staples5.7%-1.52 ppFinancials9.8%-2.46 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.26%-0.13 ppReal Estate Services0.09%-0.07 ppMulti-Family Residential REITs0.14%-0.06 ppSelf-Storage REITs0.15%-0.05 ppRetail REITs0.27%-0.03 ppData Center REITs0.30%-0.03 ppHealth Care REITs0.35%+0.02 ppHotel & Resort REITs0.08%-0.02 ppOffice REITs0.03%-0.02 ppSingle-Family Residential REITs0.03%-0.02 ppTimber REITs0.03%-0.01 ppIndustrial REITs0.23%+0.00 ppOther Specialized REITs0.07%+0.00 pp

3 · Sub-industry

Inside Other Specialized REITs

Other Specialized REITs0.07%+0.000 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
+0.00 pp
Other Specialized REITs · contribution
+0.000 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2026 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$38.2bn0.066%+0.022 pp+0.000 pp+34.5%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.