Fidelity International Real Estate Fund Q4 2025 Commentary

Fidelity Investments912 FollowersFollow5ShareSavePlay(12min)CommentsSummaryFidelity International Real Estate Fund managers look for stocks that are less reliant on short-term factors and more driven by secular-growth business models.Retail Class shares gained 2.14%, outperforming the international real estate sector index but lagging the 4.89% gain of the broad-market MSCI EAFE Index.National Storage REIT shares rose 19% following a takeover bid from a Brookfield Asset Management and Singapore's GIC consortium.Fidelity International Real Estate Fund reduced exposure to Australia, which was the largest country underweight versus the benchmark at the end of 2025.Fidelity International Real Estate Fund management intends to focus research efforts on the integration of AI into the strategies and operations of real estate companies. Vertigo3d/E+ via Getty Images Market Review International real estate stocks gained 1.54% according to the FTSE® EPRA SM /NAREIT® Developed ex North America index. The U.S. Federal Reserve's rate cuts and a broad-based rally in global equities contributed to the performance of international real estateThis article was written byFidelity Investments912 FollowersFollowFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses it serves. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, Fidelity focuses on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. Note: This account is not managed or monitored by Fidelity, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Fidelity's official channels.