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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 2,381 | $256.0K | 0.03% | +668+39.0% | Added |
| Level Four Advisory Services, LLC | 2,354 | $253.0K | 0.02% | +10.0% | Added |
| Cigna Investments Inc | 2,355 | $252.0K | 0.02% | −300−11.3% | Reduced |
| Geneos Wealth Management Inc. | 2,251 | $245.0K | 0.01% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 2,261 | $243.0K | 0.00% | +2,261 | New |
| Commonwealth Equity Services, LLC | 2,247 | $241.0K | 0.00% | +2,247 | New |
| Cetera Advisor Networks LLC | 2,212 | $237.0K | 0.00% | +2,212 | New |
| Capital Square, LLC | 2,110 | $236.0K | 0.17% | +2,110 | New |
| IBM Retirement Fund | 2,193 | $235.0K | 0.02% | −355−13.9% | Reduced |
| Ninepoint Partners LP | 2,100 | $225.0K | 0.10% | 00.0% | Unchanged |
| Glenview Trust Co | 2,100 | $225.0K | 0.01% | +2,100 | New |
| WealthPLAN Partners, LLC | 1,837 | $219.0K | 0.02% | +1,837 | 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 |
| Agf Investments Inc. | 1,940 | $208.0K | 0.00% | +1,940 | New |
| Wolverine Trading, LLC | 1,894 | $204.0K | 0.01% | −2,264−54.4% | Reduced |
| Oppenheimer Asset Management Inc. | 1,877 | $202.0K | 0.00% | −776−29.2% | Reduced |
| Exane Derivatives | 1,414 | $158.9K | 0.04% | +1,414 | New |
| BBVA USA | 1,403 | $151.0K | 0.01% | +1,403 | New |
| Salem Investment Counselors Inc | 1,190 | $128.0K | 0.01% | −60−4.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,160 | $125.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,106 | $119.0K | 0.07% | −56−4.8% | Reduced |
| Eaton Vance Management | 812 | $87.0K | 0.00% | +216+36.2% | Added |
| Signaturefd, LLC | 788 | $85.0K | 0.00% | +92+13.2% | Added |
| Huntington National Bank | 578 | $62.0K | 0.00% | −545−48.5% | Reduced |
| CWM, LLC | 578 | $62.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 462 | $50.0K | 0.00% | −8,768−95.0% | Reduced |
| Dark Forest Capital Management LP | 456 | $49.0K | 0.02% | +456 | New |
| NEXT Financial Group, Inc | 410 | $44.0K | 0.00% | −13−3.1% | Reduced |
| Sageworth Trust Co | 390 | $42.0K | 0.00% | +390 | New |
| Proequities, Inc. | 386 | $41.0K | 0.00% | +15+4.0% | Added |
| Harbour Investments, Inc. | 375 | $40.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 367 | $39.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 308 | $33.0K | 0.00% | +86+38.7% | Added |
| Northwestern Mutual Wealth Management Co | 292 | $31.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 258 | $28.0K | 0.00% | +7+2.8% | Added |
| Loomis Sayles & Co L P | 163 | $17.0K | 0.00% | +163 | New |
| Clearstead Advisors, LLC | 153 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 115 | $12.0K | 0.00% | +57+98.3% | Added |
| FormulaFolio Investments, LLC | 102 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 89 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 97 | $10.0K | 0.00% | −8−7.6% | Reduced |
| JJJ Advisors Inc. | 74 | $8.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 57 | $6.00K | 0.00% | +57 | 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 10 | $1.07K | 0.00% | −19−65.5% | Reduced |
| Baystate Wealth Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −166,297−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −103,496−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −98,983−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −65,400−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −25,806−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,148−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,838−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −9,296−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −8,995−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −8,877−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,128−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −7,950−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −6,326−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,762−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −4,652−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,512−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,178−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,114−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,641−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,438−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −1,394−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −516−100.0% | Sold out |