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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 2,579 | $296.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,250 | $291.0K | 0.03% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,495 | $286.0K | 0.02% | +2,495 | New |
| Engineers Gate Manager LP | 2,423 | $278.0K | 0.02% | −637−20.8% | Reduced |
| 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 |
| Driehaus Capital Management LLC | 2,353 | $270.0K | 0.00% | +92+4.1% | Added |
| Level Four Advisory Services, LLC | 2,272 | $261.0K | 0.03% | −82−3.5% | 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 |
| First Hawaiian Bank | 2,204 | $253.0K | 0.01% | −214−8.9% | Reduced |
| IBM Retirement Fund | 2,193 | $252.0K | 0.02% | 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 |
| Glenview Trust Co | 2,100 | $241.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,066 | $237.0K | 0.00% | −1,111−35.0% | Reduced |
| American Assets Investment Management, LLC | 2,058 | $236.0K | 0.03% | +2,058 | New |
| Harvest Fund Management Co., Ltd | 2,050 | $235.0K | 0.05% | −331−13.9% | Reduced |
| National Asset Management, Inc. | 2,026 | $233.0K | 0.01% | +2,026 | New |
| 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 |
| 6 Meridian | 1,814 | $208.0K | 0.02% | −599−24.8% | 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 |
| True Link Financial Advisors, LLC | 1,700 | $195.0K | 0.03% | −250−12.8% | Reduced |
| BBVA USA | 1,622 | $186.0K | 0.01% | +219+15.6% | Added |
| Agf Investments Inc. | 1,600 | $184.0K | 0.00% | −340−17.5% | Reduced |
| Exane Derivatives | 1,401 | $160.7K | 0.04% | −13−0.9% | Reduced |
| Salem Investment Counselors Inc | 1,190 | $137.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,160 | $133.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 993 | $115.0K | 0.07% | −113−10.2% | Reduced |
| Signaturefd, LLC | 874 | $100.0K | 0.00% | +86+10.9% | Added |
| NEXT Financial Group, Inc | 654 | $75.0K | 0.01% | +244+59.5% | Added |
| Proequities, Inc. | 527 | $60.0K | 0.00% | +141+36.5% | Added |
| SG3 Management, LLC | 500 | $57.0K | 0.02% | −2,500−83.3% | Reduced |
| Parallel Advisors, LLC | 464 | $53.0K | 0.00% | +156+50.6% | Added |
| Northwestern Mutual Wealth Management Co | 443 | $51.0K | 0.00% | +151+51.7% | Added |
| Point72 Hong Kong Ltd | 405 | $46.0K | 0.00% | −57−12.3% | Reduced |
| Sageworth Trust Co | 390 | $45.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 395 | $45.0K | 0.00% | +20+5.3% | Added |
| Lindbrook Capital, LLC | 367 | $42.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 272 | $31.0K | 0.00% | +14+5.4% | Added |
| Cohen & Steers, Inc. | 244 | $28.0K | 0.00% | −462,777−99.9% | Reduced |
| Loomis Sayles & Co L P | 224 | $26.0K | 0.00% | +61+37.4% | Added |
| First Horizon Advisors, Inc. | 222 | $25.0K | 0.00% | +222 | New |
| State of Wyoming | 179 | $21.0K | 0.01% | +179 | New |
| Clearstead Advisors, LLC | 153 | $18.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 127 | $15.0K | 0.00% | +102+408.0% | Added |
| 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 |
| Huntington National Bank | 83 | $10.0K | 0.00% | −495−85.6% | Reduced |
| Fieldpoint Private Securities, LLC | 89 | $10.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 74 | $8.00K | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| 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 |
| Eaton Vance Management | 633 | $0 | 0.00% | −179−22.0% | Reduced |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | +2+200.0% | Added |
| Reinhart Partners, Inc. | 0 | $0 | 0.00% | −123,072−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −117,585−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −50,673−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −30,336−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −26,194−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −20,854−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −11,964−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −10,777−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,770−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,453−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −6,390−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −4,723−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −4,674−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,559−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −4,199−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,933−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |