Life Storage, Inc.
LSIDelisted Jul 20, 2023- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000944314
Life Storage, Inc. was delisted on Jul 20, 2023; its insiders filed their last Form 4 on Jul 20, 2023; 434 institutions reported holding it in 13F filings for Q2 2023, worth $10.5B in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Life Storage, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 370
- +8 vs. Q1 2021
- Shares held
- 74.8M
- +390.5K (+0.5%) vs. Q1 2021
- Total value
- $8.03B
- +$1.63B (+25.6%) vs. Q1 2021
- New holders
- 41
- 138 more added
- Sold out
- 33
- 128 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 3 | $77.3K |
| Q2 2023 | 434 | $10.5B |
| Q1 2023 | 451 | $10.6B |
| Q4 2022 | 434 | $7.79B |
| Q3 2022 | 417 | $8.74B |
| Q2 2022 | 397 | $8.63B |
| Q1 2022 | 416 | $10.9B |
| Q4 2021 | 434 | $11.9B |
| Q3 2021 | 382 | $8.64B |
| Q2 2021 | 370 | $8.03B |
| Q1 2021 | 363 | $6.40B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Life Storage, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 10 | $1.07K | 0.00% | −19−65.5% | Reduced |
| Parkside Financial Bank & Trust | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Strategic Blueprint, LLC | 17 | $2.00K | 0.00% | +17 | New |
| TCI Wealth Advisors, Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25 | $3.00K | 0.00% | +25 | New |
| Glassman Wealth Services | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $4.00K | 0.00% | +24+200.0% | Added |
| Lenox Wealth Advisors, LLC | 37 | $4.00K | 0.00% | +37 | New |
| O'Shaughnessy Asset Management, LLC | 45 | $5.00K | 0.00% | −21−31.8% | Reduced |
| Ellevest, Inc. | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 57 | $6.00K | 0.00% | +57 | New |
| Enterprise Financial Services Corp | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 74 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 97 | $10.0K | 0.00% | −8−7.6% | Reduced |
| FormulaFolio Investments, LLC | 102 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 89 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 115 | $12.0K | 0.00% | +57+98.3% | Added |
| Smithfield Trust Co | 130 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 153 | $16.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 163 | $17.0K | 0.00% | +163 | New |
| Quadrant Capital Group LLC | 258 | $28.0K | 0.00% | +7+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 292 | $31.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 308 | $33.0K | 0.00% | +86+38.7% | Added |
| Lindbrook Capital, LLC | 367 | $39.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 375 | $40.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 386 | $41.0K | 0.00% | +15+4.0% | Added |
| Sageworth Trust Co | 390 | $42.0K | 0.00% | +390 | New |
| NEXT Financial Group, Inc | 410 | $44.0K | 0.00% | −13−3.1% | Reduced |
| Dark Forest Capital Management LP | 456 | $49.0K | 0.02% | +456 | New |
| Point72 Hong Kong Ltd | 462 | $50.0K | 0.00% | −8,768−95.0% | Reduced |
| Huntington National Bank | 578 | $62.0K | 0.00% | −545−48.5% | Reduced |
| CWM, LLC | 578 | $62.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 788 | $85.0K | 0.00% | +92+13.2% | Added |
| Eaton Vance Management | 812 | $87.0K | 0.00% | +216+36.2% | Added |
| Bellevue Asset Management, LLC | 1,106 | $119.0K | 0.07% | −56−4.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,160 | $125.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,190 | $128.0K | 0.01% | −60−4.8% | Reduced |
| BBVA USA | 1,403 | $151.0K | 0.01% | +1,403 | New |
| Exane Derivatives | 1,414 | $158.9K | 0.04% | +1,414 | New |
| Oppenheimer Asset Management Inc. | 1,877 | $202.0K | 0.00% | −776−29.2% | Reduced |
| Wolverine Trading, LLC | 1,894 | $204.0K | 0.01% | −2,264−54.4% | Reduced |
| Agf Investments Inc. | 1,940 | $208.0K | 0.00% | +1,940 | New |
| True Link Financial Advisors, LLC | 1,950 | $209.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,950 | $209.0K | 0.06% | +1,950 | New |
| Capital Financial Services, LLC | 1,950 | $209.0K | 0.27% | +1,950 | New |
| WealthPLAN Partners, LLC | 1,837 | $219.0K | 0.02% | +1,837 | New |
| Ninepoint Partners LP | 2,100 | $225.0K | 0.10% | 00.0% | Unchanged |
| Glenview Trust Co | 2,100 | $225.0K | 0.01% | +2,100 | New |
| IBM Retirement Fund | 2,193 | $235.0K | 0.02% | −355−13.9% | Reduced |
| Capital Square, LLC | 2,110 | $236.0K | 0.17% | +2,110 | New |
| Cetera Advisor Networks LLC | 2,212 | $237.0K | 0.00% | +2,212 | New |
| Commonwealth Equity Services, LLC | 2,247 | $241.0K | 0.00% | +2,247 | New |
| Driehaus Capital Management LLC | 2,261 | $243.0K | 0.00% | +2,261 | New |
| Geneos Wealth Management Inc. | 2,251 | $245.0K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,355 | $252.0K | 0.02% | −300−11.3% | Reduced |
| Level Four Advisory Services, LLC | 2,354 | $253.0K | 0.02% | +10.0% | Added |
| Harvest Fund Management Co., Ltd | 2,381 | $256.0K | 0.03% | +668+39.0% | Added |
| Windham Capital Management, LLC | 2,400 | $258.0K | 0.05% | 00.0% | Unchanged |
| 6 Meridian | 2,413 | $259.0K | 0.02% | −82−3.3% | Reduced |
| First Hawaiian Bank | 2,418 | $260.0K | 0.01% | −421−14.8% | Reduced |
| Fiduciary Group LLC | 2,250 | $267.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,535 | $272.0K | 0.00% | +18+0.7% | Added |
| Cetera Advisors LLC | 2,579 | $277.0K | 0.01% | +2,579 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,595 | $279.0K | 0.00% | +2,595 | New |
| CIBC Asset Management Inc | 2,622 | $281.0K | 0.00% | 00.0% | Unchanged |
| Granite Investment Advisors, LLC | 2,630 | $282.0K | 0.04% | +2,630 | New |
| Arkadios Wealth Advisors | 2,691 | $288.0K | 0.04% | +19+0.7% | Added |
| World Asset Management Inc | 2,696 | $289.0K | 0.03% | −37−1.4% | Reduced |
| C M Bidwell & Associates Ltd | 2,880 | $309.0K | 0.20% | −198−6.4% | Reduced |
| Jupiter Asset Management Ltd | 2,906 | $312.0K | 0.00% | +2,906 | New |
| Unigestion Holding SA | 2,915 | $314.0K | 0.01% | −2,142−42.4% | Reduced |
| Parsons Capital Management Inc | 2,925 | $314.0K | 0.02% | 00.0% | Unchanged |
| SG3 Management, LLC | 3,000 | $322.0K | 0.14% | −8,000−72.7% | Reduced |
| McCollum Christoferson Group LLC | 3,000 | $322.0K | 0.08% | 00.0% | Unchanged |
| JustInvest LLC | 3,039 | $326.0K | 0.03% | +3,039 | New |
| Wilen Investment Management Corp. | 3,082 | $327.0K | 0.28% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,060 | $328.0K | 0.02% | −1,362−30.8% | Reduced |
| Red Cedar Investment Management, LLC | 3,082 | $331.0K | 0.04% | −4,475−59.2% | Reduced |
| Van Eck Associates Corp | 3,099 | $333.0K | 0.00% | +9+0.3% | Added |
| CWA Asset Management Group, LLC | 3,090 | $333.0K | 0.03% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 3,125 | $335.0K | 0.15% | +411+15.1% | Added |
| MML Investors Services, LLC | 3,134 | $336.0K | 0.00% | −180−5.4% | Reduced |
| Advisors Asset Management, Inc. | 3,177 | $341.0K | 0.00% | +123+4.0% | Added |
| Janney Montgomery Scott LLC | 3,173 | $341.0K | 0.00% | +158+5.2% | Added |
| Hudson Valley Investment Advisors Inc | 3,202 | $344.0K | 0.06% | 00.0% | Unchanged |
| Weld Capital Management LLC | 3,286 | $353.0K | 0.36% | +3,286 | New |
| Gilman Hill Asset Management, LLC | 3,350 | $360.0K | 0.09% | −200−5.6% | Reduced |