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, Q3 2021
Institutional positions in Life Storage, Inc. as of Sep 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
- 382
- +19 vs. Q2 2021
- Shares held
- 75.2M
- +545.5K (+0.7%) vs. Q2 2021
- Total value
- $8.64B
- +$623.5M (+7.8%) vs. Q2 2021
- New holders
- 46
- 140 more added
- Sold out
- 27
- 135 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Life Storage, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 633 | $0 | 0.00% | −179−22.0% | Reduced |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | +2+200.0% | Added |
| Baystate Wealth Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 7 | $1.00K | 0.00% | +7 | New |
| American Portfolios Advisors | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $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 |
| Carroll Financial Associates, Inc. | 19 | $2.00K | 0.00% | +19 | New |
| Earnest Partners LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25 | $3.00K | 0.00% | +25 | New |
| Red Tortoise LLC | 27 | $3.00K | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 37 | $4.00K | 0.00% | +18+94.7% | Added |
| Group One Trading, L.P. | 43 | $5.00K | 0.00% | −4,660−99.1% | Reduced |
| Ellevest, Inc. | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 45 | $5.00K | 0.00% | +45 | New |
| TD Ameritrade Investment Management, LLC | 58 | $6.00K | 0.00% | −57−49.6% | Reduced |
| Private Capital Group, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 62 | $7.00K | 0.00% | +62 | New |
| JJJ Advisors Inc. | 74 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 83 | $10.0K | 0.00% | −495−85.6% | Reduced |
| Fieldpoint Private Securities, LLC | 89 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 97 | $11.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 98 | $11.0K | 0.00% | +53+117.8% | Added |
| Smithfield Trust Co | 130 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 127 | $15.0K | 0.00% | +102+408.0% | Added |
| Clearstead Advisors, LLC | 153 | $18.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 179 | $21.0K | 0.01% | +179 | New |
| First Horizon Advisors, Inc. | 222 | $25.0K | 0.00% | +222 | New |
| Loomis Sayles & Co L P | 224 | $26.0K | 0.00% | +61+37.4% | Added |
| Cohen & Steers, Inc. | 244 | $28.0K | 0.00% | −462,777−99.9% | Reduced |
| Quadrant Capital Group LLC | 272 | $31.0K | 0.00% | +14+5.4% | Added |
| Lindbrook Capital, LLC | 367 | $42.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 390 | $45.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 395 | $45.0K | 0.00% | +20+5.3% | Added |
| Point72 Hong Kong Ltd | 405 | $46.0K | 0.00% | −57−12.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 443 | $51.0K | 0.00% | +151+51.7% | Added |
| Parallel Advisors, LLC | 464 | $53.0K | 0.00% | +156+50.6% | Added |
| SG3 Management, LLC | 500 | $57.0K | 0.02% | −2,500−83.3% | Reduced |
| Proequities, Inc. | 527 | $60.0K | 0.00% | +141+36.5% | Added |
| NEXT Financial Group, Inc | 654 | $75.0K | 0.01% | +244+59.5% | Added |
| Signaturefd, LLC | 874 | $100.0K | 0.00% | +86+10.9% | Added |
| Bellevue Asset Management, LLC | 993 | $115.0K | 0.07% | −113−10.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,160 | $133.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,190 | $137.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 1,401 | $160.7K | 0.04% | −13−0.9% | Reduced |
| Agf Investments Inc. | 1,600 | $184.0K | 0.00% | −340−17.5% | Reduced |
| BBVA USA | 1,622 | $186.0K | 0.01% | +219+15.6% | Added |
| True Link Financial Advisors, LLC | 1,700 | $195.0K | 0.03% | −250−12.8% | Reduced |
| Sheets Smith Wealth Management | 1,800 | $207.0K | 0.03% | +1,800 | New |
| Charter Research & Investment Group, Inc. | 1,800 | $207.0K | 0.17% | +1,800 | New |
| 6 Meridian | 1,814 | $208.0K | 0.02% | −599−24.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,950 | $224.0K | 0.06% | 00.0% | Unchanged |
| Capital Financial Services, LLC | 1,950 | $224.0K | 0.27% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,026 | $233.0K | 0.01% | +2,026 | New |
| Harvest Fund Management Co., Ltd | 2,050 | $235.0K | 0.05% | −331−13.9% | Reduced |
| American Assets Investment Management, LLC | 2,058 | $236.0K | 0.03% | +2,058 | New |
| Advisors Asset Management, Inc. | 2,066 | $237.0K | 0.00% | −1,111−35.0% | Reduced |
| Glenview Trust Co | 2,100 | $241.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 2,179 | $250.0K | 0.00% | −33−1.5% | Reduced |
| Ninepoint Partners LP | 2,178 | $250.0K | 0.09% | +78+3.7% | Added |
| IBM Retirement Fund | 2,193 | $252.0K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,204 | $253.0K | 0.01% | −214−8.9% | Reduced |
| Geneos Wealth Management Inc. | 2,251 | $260.0K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,837 | $260.0K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,272 | $261.0K | 0.03% | −82−3.5% | Reduced |
| Driehaus Capital Management LLC | 2,353 | $270.0K | 0.00% | +92+4.1% | Added |
| Windham Capital Management, LLC | 2,400 | $275.0K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,395 | $275.0K | 0.02% | +40+1.7% | Added |
| Cambria Investment Management, L.P. | 2,400 | $275.0K | 0.05% | +2,400 | New |
| Engineers Gate Manager LP | 2,423 | $278.0K | 0.02% | −637−20.8% | Reduced |
| Leavell Investment Management, Inc. | 2,495 | $286.0K | 0.02% | +2,495 | New |
| Fiduciary Group LLC | 2,250 | $291.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,579 | $296.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,624 | $301.0K | 0.00% | +377+16.8% | Added |
| World Asset Management Inc | 2,636 | $302.0K | 0.03% | −60−2.2% | Reduced |
| Arkadios Wealth Advisors | 2,706 | $310.0K | 0.04% | +15+0.6% | Added |
| C M Bidwell & Associates Ltd | 2,777 | $319.0K | 0.21% | −103−3.6% | Reduced |
| Parsons Capital Management Inc | 2,925 | $336.0K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,959 | $340.0K | 0.30% | +2,959 | New |
| CIBC Asset Management Inc | 2,978 | $342.0K | 0.00% | +356+13.6% | Added |
| McCollum Christoferson Group LLC | 3,000 | $344.0K | 0.08% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,032 | $348.0K | 0.04% | +3,032 | New |
| Wilen Investment Management Corp. | 3,082 | $351.0K | 0.29% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,090 | $355.0K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,092 | $355.0K | 0.00% | +497+19.2% | Added |
| Granite Investment Advisors, LLC | 3,105 | $356.0K | 0.06% | +475+18.1% | Added |
| Assenagon Asset Management S.A. | 3,124 | $358.0K | 0.00% | −508−14.0% | Reduced |
| Vident Investment Advisory, LLC | 3,118 | $358.0K | 0.01% | −495−13.7% | Reduced |
| Invst, LLC | 3,125 | $359.0K | 0.06% | −53−1.7% | Reduced |
| Curtis Advisory Group, LLC | 3,125 | $359.0K | 0.13% | 00.0% | Unchanged |
| JustInvest LLC | 3,180 | $365.0K | 0.03% | +141+4.6% | Added |