03/25/2026 | Press release | Distributed by Public on 03/25/2026 07:55
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-CSR
CERTIFIED SHAREHOLDER REPORT OF REGISTERED
MANAGEMENT INVESTMENT COMPANIES
Investment Company Act file number 811-02737
Fidelity Summer Street Trust
(Exact name of registrant as specified in charter)
245 Summer St., Boston, MA 02210
(Address of principal executive offices) (Zip code)
Nicole Macarchuk, Secretary
245 Summer St.
Boston, Massachusetts 02210
(Name and address of agent for service)
Registrant's telephone number, including area code:
617-563-7000
|
Date of fiscal year end: |
July 31 |
|
Date of reporting period: |
January 31, 2026 |
Item 1.
Reports to Stockholders
|
SEMI-ANNUAL SHAREHOLDER REPORT | AS OFJANUARY 31, 2026
|
||
|
|
Fidelity® SAI Real Estate Fund
Fidelity® SAI Real Estate Fund: FSRJX
|
|
|
|
Costs of a $10,000 investment
|
Costs paid as a percentage of a $10,000 investment
|
|
|
Fidelity® SAI Real Estate Fund
|
$ 26
|
0.51%
|
|
KEY FACTS
|
||
|
Fund Size
|
$2,217,621,999
|
|
|
Number of Holdings
|
42
|
|
|
Portfolio Turnover
|
43%
|
|
TOP INDUSTRIES
(% of Fund's net assets)
|
||
|
Specialized REITs
|
33.5
|
|
|
Retail REITs
|
17.5
|
|
|
Industrial REITs
|
15.2
|
|
|
Health Care REITs
|
12.9
|
|
|
Residential REITs
|
11.7
|
|
|
Real Estate Management & Development
|
8.4
|
|
|
ASSET ALLOCATION(% of Fund's net assets)
|
|
|
|
Common Stocks - 99.2
|
|
|
Short-Term Investments and Net Other Assets (Liabilities) - 0.8
|
|
|
GEOGRAPHIC DIVERSIFICATION(% of Fund's net assets)
|
|
|
|
United States - 100.0
|
|
|
TOP HOLDINGS
(% of Fund's net assets) |
||
|
Prologis Inc
|
10.0
|
|
|
Equinix Inc
|
8.9
|
|
|
Welltower Inc
|
8.6
|
|
|
American Tower Corp
|
8.2
|
|
|
NNN REIT Inc
|
4.4
|
|
|
Kimco Realty Corp
|
4.2
|
|
|
Public Storage
|
4.1
|
|
|
CBRE Group Inc Class A
|
3.9
|
|
|
Digital Realty Trust Inc
|
3.9
|
|
|
UDR Inc
|
3.5
|
|
|
59.7
|
|
Fidelity, the Fidelity Investments Logo and all other Fidelity trademarks or service marks used herein are trademarks or service marks of FMR LLC. Any third-party marks that are used herein are trademarks or service marks of their respective owners. © 2026 FMR LLC. All rights reserved.
|
||
|
|
|
For additional information about the Fund; including its prospectus, financial information, holdings and proxy information, scan the QR code or visitfundresearch.fidelity.com/prospectus/sec
1.9918119.101 7630-TSRS-0426
|
Item 2.
Code of Ethics
Not applicable.
Item 3.
Audit Committee Financial Expert
Not applicable.
Item 4.
Principal Accountant Fees and Services
Not applicable.
Item 5.
Audit Committee of Listed Registrants
Not applicable.
Item 6.
Investments
(a)
Not applicable.
(b)
Not applicable
Item 7.
Financial Statements and Financial Highlights for Open-End Management Investment Companies
Contents
|
Item 7: Financial Statements and Financial Highlights for Open-End Management Investment Companies (Semi-Annual Report) |
|
Fidelity® SAI Real Estate Fund |
|
Notes to Financial Statements |
|
Item 8: Changes in and Disagreements with Accountants for Open-End Management Investment Companies |
|
Item 9: Proxy Disclosures for Open-End Management Investment Companies |
|
Item 10: Remuneration Paid to Directors, Officers, and others of Open-End Management Investment Companies |
|
Item 11: Statement Regarding Basis for Approval of Investment Advisory Contract |
|
Common Stocks - 99.2%
|
|||
|
Shares
|
Value ($)
|
||
|
UNITED STATES - 99.2%
|
|||
|
Real Estate - 99.2%
|
|||
|
Health Care REITs - 12.9%
|
|||
|
Healthpeak Properties Inc
|
1,316,800
|
22,701,632
|
|
|
Ventas Inc
|
936,814
|
72,762,343
|
|
|
Welltower Inc
|
1,009,818
|
190,209,319
|
|
|
285,673,294
|
|||
|
Industrial REITs - 15.2%
|
|||
|
Americold Realty Trust Inc
|
942,814
|
11,700,321
|
|
|
Prologis Inc
|
1,698,507
|
221,757,074
|
|
|
STAG Industrial Inc Class A
|
1,982,094
|
74,348,346
|
|
|
Terreno Realty Corp
|
491,457
|
30,244,264
|
|
|
338,050,005
|
|||
|
Real Estate Management & Development - 8.4%
|
|||
|
CBRE Group Inc Class A (a)
|
502,283
|
85,553,863
|
|
|
Compass Inc Class A (a)
|
1,740,745
|
21,794,127
|
|
|
CoStar Group Inc (a)
|
621,416
|
38,217,084
|
|
|
Jones Lang LaSalle Inc (a)
|
82,300
|
29,455,993
|
|
|
Zillow Group Inc Class C (a)
|
180,000
|
11,345,400
|
|
|
186,366,467
|
|||
|
Residential REITs - 11.7%
|
|||
|
American Homes 4 Rent Class A
|
1,306,582
|
40,922,148
|
|
|
Camden Property Trust
|
269,649
|
29,405,223
|
|
|
Equity Residential
|
1,120,366
|
69,821,209
|
|
|
Invitation Homes Inc
|
1,113,405
|
29,761,316
|
|
|
Sun Communities Inc
|
100,821
|
12,847,620
|
|
|
UDR Inc
|
2,056,391
|
76,394,926
|
|
|
259,152,442
|
|||
|
Retail REITs - 17.5%
|
|||
|
Acadia Realty Trust
|
472,170
|
9,448,122
|
|
|
Curbline Properties Corp
|
264,078
|
6,403,891
|
|
|
FrontView REIT Inc
|
500,877
|
8,219,392
|
|
|
InvenTrust Properties Corp
|
262,400
|
7,711,936
|
|
|
Kimco Realty Corp
|
4,442,361
|
93,644,970
|
|
|
Macerich Co/The
|
941,100
|
17,815,023
|
|
|
NNN REIT Inc
|
2,306,421
|
96,108,563
|
|
|
Phillips Edison & Co Inc
|
553,092
|
20,038,523
|
|
|
Realty Income Corp
|
857,400
|
52,438,584
|
|
|
Regency Centers Corp
|
340,125
|
24,784,909
|
|
|
Tanger Inc
|
500,489
|
16,376,000
|
|
|
Urban Edge Properties
|
1,858,979
|
36,119,962
|
|
|
389,109,875
|
|||
|
Specialized REITs - 33.5%
|
|||
|
American Tower Corp
|
1,009,410
|
180,967,025
|
|
|
CubeSmart
|
520,976
|
19,552,229
|
|
|
Digital Realty Trust Inc
|
515,055
|
85,473,377
|
|
|
Equinix Inc
|
241,297
|
198,087,946
|
|
|
Extra Space Storage Inc
|
97,845
|
13,499,675
|
|
|
Four Corners Property Trust Inc
|
851,701
|
20,994,430
|
|
|
Iron Mountain Inc
|
620,204
|
57,139,395
|
|
|
Lamar Advertising Co Class A
|
84,885
|
10,891,594
|
|
|
Public Storage
|
329,135
|
90,903,796
|
|
|
SBA Communications Corp Class A
|
210,448
|
38,745,581
|
|
|
Weyerhaeuser Co
|
999,200
|
25,759,376
|
|
|
742,014,424
|
|||
|
TOTAL UNITED STATES
|
2,200,366,507
|
||
|
TOTAL COMMON STOCKS
(Cost $2,176,316,770)
|
2,200,366,507
|
||
|
Money Market Funds - 0.7%
|
||||
|
Yield (%)
|
Shares
|
Value ($)
|
||
|
Fidelity Cash Central Fund (b)
(Cost $15,012,010)
|
3.70
|
15,009,008
|
15,012,010
|
|
|
TOTAL INVESTMENT IN SECURITIES - 99.9%
(Cost $2,191,328,780)
|
2,215,378,517
|
|
NET OTHER ASSETS (LIABILITIES) - 0.1%
|
2,243,482
|
|
NET ASSETS - 100.0%
|
2,217,621,999
|
|
(a)
|
Non-income producing.
|
|
(b)
|
Affiliated fund that is generally available only to investment companies and other accounts managed by Fidelity Investments. The rate quoted is the annualized seven-day yield of the fund at period end. A complete unaudited listing of the fund's holdings as of its most recent quarter end is available upon request. In addition, each Fidelity Central Fund's financial statements are available on the SEC's website or upon request.
|
|
Affiliate
|
Value,
beginning
of period ($)
|
Purchases ($)
|
Sales
Proceeds ($)
|
Dividend
Income ($)
|
Realized
Gain (loss) ($)
|
Change in
Unrealized
appreciation
(depreciation) ($)
|
Value,
end
of period ($)
|
Shares,
end
of period
|
% ownership,
end
of period
|
|
Fidelity Cash Central Fund
|
10,104,184
|
206,134,829
|
201,226,740
|
319,121
|
(263)
|
-
|
15,012,010
|
15,009,008
|
0.0%
|
|
Fidelity Securities Lending Cash Central Fund
|
-
|
62,186,560
|
62,186,560
|
373
|
-
|
-
|
-
|
-
|
0.0%
|
|
Total
|
10,104,184
|
268,321,389
|
263,413,300
|
319,494
|
(263)
|
-
|
15,012,010
|
||
|
Valuation Inputs at Reporting Date:
|
||||
|
Description
|
Total ($)
|
Level 1 ($)
|
Level 2 ($)
|
Level 3 ($)
|
|
Investments in Securities:
|
||||
|
Common Stocks
|
||||
|
Real Estate
|
2,200,366,507
|
2,200,366,507
|
-
|
-
|
|
Money Market Funds
|
15,012,010
|
15,012,010
|
-
|
-
|
|
Total Investments in Securities:
|
2,215,378,517
|
2,215,378,517
|
-
|
-
|
|
Statement of Assets and Liabilities
|
||||
|
As of January 31, 2026 (Unaudited)
|
||||
|
Assets
|
||||
|
Investment in securities, at value - See accompanying schedule:
|
||||
|
Unaffiliated issuers (cost $2,176,316,770)
|
$
|
2,200,366,507
|
||
|
Fidelity Central Funds (cost $15,012,010)
|
15,012,010
|
|||
|
Total Investment in Securities (cost $2,191,328,780)
|
$
|
2,215,378,517
|
||
|
Receivable for investments sold
|
1,089,662
|
|||
|
Receivable for fund shares sold
|
2,890,808
|
|||
|
Dividends receivable
|
4,519,139
|
|||
|
Distributions receivable from Fidelity Central Funds
|
62,352
|
|||
|
Prepaid expenses
|
1,464
|
|||
|
Other receivables
|
75,024
|
|||
|
Total assets
|
2,224,016,966
|
|||
|
Liabilities
|
||||
|
Payable for investments purchased
|
$
|
2,909,074
|
||
|
Payable for fund shares redeemed
|
2,468,493
|
|||
|
Accrued management fee
|
907,320
|
|||
|
Other payables and accrued expenses
|
110,080
|
|||
|
Total liabilities
|
6,394,967
|
|||
|
Net Assets
|
$
|
2,217,621,999
|
||
|
Net Assets consist of:
|
||||
|
Paid in capital
|
$
|
2,249,365,634
|
||
|
Total accumulated earnings (loss)
|
(31,743,635)
|
|||
|
Net Assets
|
$
|
2,217,621,999
|
||
|
Net Asset Value, offering price and redemption price per share ($2,217,621,999 ÷ 228,430,229 shares)
|
$
|
9.71
|
||
|
Statement of Operations
|
||||
|
Six months ended January 31, 2026 (Unaudited)
|
||||
|
Investment Income
|
||||
|
Dividends
|
$
|
32,418,501
|
||
|
Income from Fidelity Central Funds (including $373 from security lending)
|
319,494
|
|||
|
Total income
|
32,737,995
|
|||
|
Expenses
|
||||
|
Management fee
|
$
|
5,526,945
|
||
|
Custodian fees and expenses
|
7,744
|
|||
|
Independent trustees' fees and expenses
|
4,438
|
|||
|
Registration fees
|
95,967
|
|||
|
Audit fees
|
25,258
|
|||
|
Legal
|
1,409
|
|||
|
Miscellaneous
|
3,854
|
|||
|
Total expenses before reductions
|
5,665,615
|
|||
|
Expense reductions
|
(484)
|
|||
|
Total expenses after reductions
|
5,665,131
|
|||
|
Net Investment income (loss)
|
27,072,864
|
|||
|
Realized and Unrealized Gain (Loss)
|
||||
|
Net realized gain (loss) on:
|
||||
|
Investment Securities:
|
||||
|
Unaffiliated issuers
|
(48,718,208)
|
|||
|
Fidelity Central Funds
|
(263)
|
|||
|
Total net realized gain (loss)
|
(48,718,471)
|
|||
|
Change in net unrealized appreciation (depreciation) on investment securities
|
104,650,793
|
|||
|
Net gain (loss)
|
55,932,322
|
|||
|
Net increase (decrease) in net assets resulting from operations
|
$
|
83,005,186
|
||
|
Statement of Changes in Net Assets
|
||||
|
Six months ended
January 31, 2026
(Unaudited)
|
For the period September 4, 2024 (commencement of operations) through July 31, 2025
|
|||
|
Increase (Decrease) in Net Assets
|
||||
|
Operations
|
||||
|
Net investment income (loss)
|
$
|
27,072,864
|
$
|
35,232,347
|
|
Net realized gain (loss)
|
(48,718,471)
|
(10,440,678)
|
||
|
Change in net unrealized appreciation (depreciation)
|
104,650,793
|
(80,601,056)
|
||
|
Net increase (decrease) in net assets resulting from operations
|
83,005,186
|
(55,809,387)
|
||
|
Distributions to shareholders
|
(41,134,860)
|
(23,758,812)
|
||
|
Share transactions
|
||||
|
Proceeds from sales of shares
|
556,477,073
|
2,478,701,861
|
||
|
Reinvestment of distributions
|
26,955,727
|
12,266,169
|
||
|
Cost of shares redeemed
|
(576,476,578)
|
(242,604,380)
|
||
|
Net increase (decrease) in net assets resulting from share transactions
|
6,956,222
|
2,248,363,650
|
||
|
Total increase (decrease) in net assets
|
48,826,548
|
2,168,795,451
|
||
|
Net Assets
|
||||
|
Beginning of period
|
2,168,795,451
|
-
|
||
|
End of period
|
$
|
2,217,621,999
|
$
|
2,168,795,451
|
|
Other Information
|
||||
|
Shares
|
||||
|
Sold
|
58,339,635
|
251,567,262
|
||
|
Issued in reinvestment of distributions
|
2,841,851
|
1,267,555
|
||
|
Redeemed
|
(60,384,666)
|
(25,201,408)
|
||
|
Net increase (decrease)
|
796,820
|
227,633,409
|
||
|
Fidelity® SAI Real Estate Fund
|
|
Six months ended
January 31, 2026
(Unaudited)
|
Years ended July 31, 2025 A
|
|||
|
Selected Per-Share Data
|
||||
|
Net asset value, beginning of period
|
$
|
9.53
|
$
|
10.00
|
|
Income from Investment Operations
|
||||
|
Net investment income (loss) B,C
|
.12
|
.23
|
||
|
Net realized and unrealized gain (loss)
|
.24
|
(.54)
|
||
|
Total from investment operations
|
.36
|
(.31)
|
||
|
Distributions from net investment income
|
(.18)
|
(.14)
|
||
|
Distributions from net realized gain
|
-
|
(.01)
|
||
|
Total distributions
|
(.18)
|
(.16) D
|
||
|
Net asset value, end of period
|
$
|
9.71
|
$
|
9.53
|
|
Total Return E,F
|
3.85
%
|
(3.17)%
|
||
|
Ratios to Average Net Assets C,G,H
|
||||
|
Expenses before reductions
|
.51% I
|
.56% I,J
|
||
|
Expenses net of fee waivers, if any
|
.51
% I
|
.56% I,J
|
||
|
Expenses net of all reductions, if any
|
.51% I
|
.56% I,J
|
||
|
Net investment income (loss)
|
2.44% I
|
2.65% I,J
|
||
|
Supplemental Data
|
||||
|
Net assets, end of period (000 omitted)
|
$
|
2,217,622
|
$
|
2,168,795
|
|
Portfolio turnover rate K
|
43
% I
|
15% I
|
|
Fidelity Central Fund
|
Investment Manager
|
Investment Objective
|
Investment Practices
|
Expense RatioA
|
|
Fidelity Money Market Central Funds
|
Fidelity Management & Research Company LLC (FMR)
|
Each fund seeks to obtain a high level of current income consistent with the preservation of capital and liquidity.
|
Short-term Investments
|
Less than .005%
|
|
Gross unrealized appreciation
|
$159,437,562
|
|
Gross unrealized depreciation
|
(144,863,230)
|
|
Net unrealized appreciation (depreciation)
|
$14,574,332
|
|
Tax cost
|
$2,200,804,185
|
|
|
Purchases ($)
|
Sales ($)
|
|
Fidelity SAI Real Estate Fund
|
475,217,273
|
485,512,210
|
|
|
Amount ($)
|
|
Fidelity SAI Real Estate Fund
|
9,716
|
|
|
Purchases ($)
|
Sales ($)
|
Realized Gain (Loss) ($)
|
|
Fidelity SAI Real Estate Fund
|
29,516,580
|
43,366,032
|
1,187,965
|
|
|
Amount ($)
|
|
Fidelity SAI Real Estate Fund
|
1,800
|
|
|
Total Security Lending Fees Paid to NFS ($)
|
Security Lending Income From Securities Loaned to NFS ($)
|
Value of Securities Loaned to NFS at Period End ($)
|
|
Fidelity SAI Real Estate Fund
|
40
|
-
|
-
|
|
|
Item 8.
Changes in and Disagreements with Accountants for Open-End Management Investment Companies
See Item 7.
Item 9.
Proxy Disclosures for Open-End Management Investment Companies
See Item 7.
Item 10.
Remuneration Paid to Directors, Officers, and Others of Open-End Management Investment Companies
See Item 7.
Item 11.
Statement Regarding Basis for Approval of Investment Advisory Contract
See Item 7.
Item 12.
Disclosure of Proxy Voting Policies and Procedures for Closed-End Management Investment Companies
Not applicable.
Item 13.
Portfolio Managers of Closed-End Management Investment Companies
Not applicable.
Item 14.
Purchases of Equity Securities by Closed-End Management Investment Company and Affiliated Purchasers
Not applicable.
Item 15.
Submission of Matters to a Vote of Security Holders
There were no material changes to the procedures by which shareholders may recommend nominees to the Fidelity Summer Street Trusts Board of Trustees.
Item 16.
Controls and Procedures
(a)(i) The President and Treasurer and the Chief Financial Officer have concluded that the Fidelity Summer Street Trusts (the Trust) disclosure controls and procedures (as defined in Rule 30a-3(c) under the Investment Company Act) provide reasonable assurances that material information relating to the Trust is made known to them by the appropriate persons, based on their evaluation of these controls and procedures as of a date within 90 days of the filing date of this report.
(a)(ii) There was no change in the Trusts internal control over financial reporting (as defined in Rule 30a-3(d) under the Investment Company Act) that occurred during the period covered by this report that has materially affected, or is reasonably likely to materially affect, the Trusts internal control over financial reporting.
Item 17.
Disclosure of Securities Lending Activities for Closed-End Management Investment Companies
Not applicable.
Item 18.
Recovery of Erroneously Awarded Compensation
(a)
Not applicable.
(b)
Not applicable.
Item 19.
Exhibits
|
(a) |
(1) |
Not applicable. |
|
(a) |
(2) |
. |
|
(a) |
(3) |
Not applicable. |
|
(b) |
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Fidelity Summer Street Trust
|
By: |
/s/Stacie M. Smith |
|
Stacie M. Smith |
|
|
President and Treasurer (Principal Executive Officer) |
|
|
Date: |
March 25, 2026 |
Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, this report has been signed below by the following persons on behalf of the registrant and in the capacities and on the dates indicated.
|
By: |
/s/Stacie M. Smith |
|
Stacie M. Smith |
|
|
President and Treasurer (Principal Executive Officer) |
|
|
Date: |
March 25, 2026 |
|
By: |
/s/Stephanie Caron |
|
Stephanie Caron |
|
|
Chief Financial Officer (Principal Financial Officer) |
|
|
Date: |
March 25, 2026 |