Americold Realty Trust (COLD) in Fidelity Real Estate Q3 2024

Operational Challenges in Temperature-Controlled Storage

Apr 14, 2025

Summary

Investment rationale based on industrial REIT specializing in temperature-controlled storage.
Market positioning impacted by operational challenges and financial expectations.
Risks include operational efficiency and market demand for storage solutions.
Recent performance trailed the benchmark despite a 12% gain.
Future outlook depends on overcoming operational hurdles and market conditions.

Americold Realty Trust (COLD, Financial) was featured in the Fidelity Real Estate Investment Portfolio Q3 2024 fund review as an industrial REIT specializing in temperature-controlled storage facilities. The fund, led by Steve Buller, noted that despite a 12% gain during the quarter, the stock underperformed the benchmark due to operational challenges and reduced financial expectations.

"Another stock that detracted for the fund in relative terms was Americold Realty Trust, an industrial REIT specializing in temperature-controlled storage facilities." — Fidelity Real Estate Investment Portfolio, Q3 2024 Fund Letter

Read full letter at gurufocus fidelity real estate investment portfolio q3 2024 fund review 2024 Q3 page.

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