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 Technology41.0%+4.61 ppIndustrials10.3%+0.34 ppEnergy2.4%+0.09 ppMaterials2.1%-0.14 ppUtilities2.5%-0.22 ppReal Estate2.0%-0.28 ppConsumer Discretionary11.2%-0.41 ppHealth Care10.4%-0.48 ppCommunication Services2.2%-0.51 ppConsumer Staples5.7%-1.01 ppFinancials10.3%-1.99 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.22%-0.15 ppHealth Care REITs0.38%+0.07 ppReal Estate Services0.09%-0.07 ppMulti-Family Residential REITs0.15%-0.04 ppSelf-Storage REITs0.15%-0.03 ppHotel & Resort REITs0.08%-0.02 ppOffice REITs0.03%-0.02 ppSingle-Family Residential REITs0.03%-0.01 ppTimber REITs0.03%-0.01 ppIndustrial REITs0.22%+0.01 ppData Center REITs0.29%-0.01 ppRetail REITs0.28%-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

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Iron Mountain →
IRM
United States$37.6bn0.065%+0.021 pp+0.000 pp+27.3%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.