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, Q4 2021
Institutional positions in Life Storage, Inc. as of Dec 31, 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
- 434
- +57 vs. Q3 2021
- Shares held
- 77.5M
- +2.38M (+3.2%) vs. Q3 2021
- Total value
- $11.9B
- +$3.23B (+37.5%) vs. Q3 2021
- New holders
- 91
- 162 more added
- Sold out
- 34
- 120 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Life Storage, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 4 | $1.00K | 0.00% | −391−99.0% | Reduced |
| SRS Capital Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 9 | $1.38K | 0.00% | +9 | New |
| American Portfolios Advisors | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11 | $1.61K | 0.00% | +11 | New |
| Newbridge Financial Services Group, Inc. | 14 | $2.00K | 0.00% | −11−44.0% | Reduced |
| Financial Management Professionals, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Ellevest, Inc. | 22 | $3.00K | 0.00% | −21−48.8% | Reduced |
| Parkside Financial Bank & Trust | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 33 | $5.00K | 0.00% | +1+3.1% | Added |
| IFP Advisors, Inc | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 35 | $5.00K | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 39 | $6.00K | 0.00% | +39 | New |
| McDonald Partners LLC | 43 | $6.59K | 0.01% | +43 | New |
| Absolute Capital Management, LLC | 43 | $6.59K | 0.01% | +43 | New |
| Allworth Financial LP | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 46 | $7.00K | 0.00% | +46 | New |
| Fortitude Advisory Group L.L.C. | 44 | $7.00K | 0.00% | +44 | New |
| Altshuler Shaham Ltd | 52 | $8.00K | 0.00% | +52 | New |
| Plante Moran Financial Advisors, LLC | 57 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 58 | $9.00K | 0.00% | +58 | New |
| Farmers & Merchants Investments Inc | 58 | $9.00K | 0.00% | +58 | New |
| Huntington National Bank | 73 | $11.0K | 0.00% | −10−12.0% | Reduced |
| JJJ Advisors Inc. | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 71 | $11.0K | 0.00% | +21+42.0% | Added |
| Cullen/Frost Bankers, Inc. | 80 | $12.0K | 0.00% | +80 | New |
| Cambridge Trust Co | 82 | $13.0K | 0.00% | +82 | New |
| Sageworth Trust Co | 90 | $14.0K | 0.00% | −300−76.9% | Reduced |
| Fieldpoint Private Securities, LLC | 99 | $15.0K | 0.00% | +10+11.2% | Added |
| Fifth Third Bancorp | 130 | $20.0K | 0.00% | +3+2.4% | Added |
| Smithfield Trust Co | 130 | $20.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 153 | $23.0K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 150 | $23.0K | 0.02% | +150 | New |
| State of Wyoming | 178 | $27.0K | 0.01% | −1−0.6% | Reduced |
| Hexagon Capital Partners LLC | 188 | $29.0K | 0.01% | +188 | New |
| First Horizon Advisors, Inc. | 204 | $31.0K | 0.00% | −18−8.1% | Reduced |
| Loomis Sayles & Co L P | 209 | $32.0K | 0.00% | −15−6.7% | Reduced |
| Cohen & Steers, Inc. | 236 | $36.0K | 0.00% | −8−3.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 250 | $38.0K | 0.02% | +250 | New |
| Signet Financial Management, LLC | 253 | $39.0K | 0.01% | +253 | New |
| Covestor Ltd | 264 | $41.0K | 0.06% | +264 | New |
| James Investment Research Inc | 287 | $44.0K | 0.00% | +287 | New |
| Sageworth Trust Co of South Dakota | 295 | $45.0K | 0.07% | +295 | New |
| Twin Tree Management, LP | 325 | $50.0K | 0.00% | +325 | New |
| Lindbrook Capital, LLC | 380 | $58.0K | 0.01% | +13+3.5% | Added |
| Rockefeller Capital Management L.P. | 380 | $58.0K | 0.00% | +283+291.8% | Added |
| Umb Bank N A | 542 | $83.0K | 0.00% | +542 | New |
| Parallel Advisors, LLC | 551 | $84.0K | 0.00% | +87+18.8% | Added |
| Quadrant Capital Group LLC | 569 | $87.0K | 0.01% | +297+109.2% | Added |
| Proequities, Inc. | 605 | $93.0K | 0.01% | +78+14.8% | Added |
| Northwestern Mutual Wealth Management Co | 630 | $96.0K | 0.00% | +187+42.2% | Added |
| CWM, LLC | 629 | $96.0K | 0.00% | +629 | New |
| Eaton Vance Management | 666 | $102.0K | 0.00% | +33+5.2% | Added |
| High Net Worth Advisory Group LLC | 821 | $126.0K | 0.04% | +821 | New |
| NEXT Financial Group, Inc | 847 | $130.0K | 0.01% | +193+29.5% | Added |
| Bellevue Asset Management, LLC | 993 | $152.0K | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,160 | $178.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,190 | $182.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,198 | $184.0K | 0.01% | +324+37.1% | Added |
| Wetherby Asset Management Inc | 1,310 | $201.0K | 0.01% | +1,310 | New |
| Exane Derivatives | 1,322 | $202.5K | 0.05% | −79−5.6% | Reduced |
| TRUE Private Wealth Advisors | 1,350 | $206.0K | 0.03% | +1,350 | New |
| Diversified Trust Co | 1,353 | $207.0K | 0.01% | +1,353 | New |
| Gotham Asset Management, LLC | 1,361 | $208.0K | 0.01% | +1,361 | New |
| Greenwich Investment Management, Inc. | 1,413 | $216.0K | 0.15% | +1,413 | New |
| First Hawaiian Bank | 1,467 | $225.0K | 0.01% | −737−33.4% | Reduced |
| Foster & Motley Inc | 1,491 | $228.0K | 0.02% | +1,491 | New |
| Capital Financial Services, LLC | 1,500 | $230.0K | 0.25% | −450−23.1% | Reduced |
| Nottingham Advisors, Inc. | 1,501 | $230.0K | 0.03% | +1,501 | New |
| RBF Capital, LLC | 1,500 | $230.0K | 0.01% | +1,500 | New |
| Greenleaf Trust | 1,504 | $230.0K | 0.00% | +1,504 | New |
| Point72 Asset Management, L.P. | 1,500 | $230.0K | 0.00% | +1,500 | New |
| Gsa Capital Partners LLP | 1,517 | $232.0K | 0.03% | −1,515−50.0% | Reduced |
| Commons Capital, LLC | 1,518 | $233.0K | 0.23% | +1,518 | New |
| Ferguson Wellman Capital Management, Inc | 1,529 | $234.0K | 0.01% | +1,529 | New |
| Park Avenue Securities LLC | 1,565 | $240.0K | 0.00% | +1,565 | New |
| Vestmark Advisory Solutions, Inc. | 1,594 | $244.0K | 0.01% | +1,594 | New |
| First Citizens Bank & Trust Co | 1,608 | $246.0K | 0.01% | +1,608 | New |
| WealthPLAN Partners, LLC | 1,837 | $248.0K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,632 | $250.0K | 0.01% | +1,632 | New |
| Financial Network Wealth Management LLC | 1,635 | $250.0K | 0.13% | +1,635 | New |
| Veritable, L.P. | 1,644 | $252.0K | 0.00% | +1,644 | New |
| Regent Investment Management LLC | 1,650 | $253.0K | 0.06% | +1,650 | New |
| True Link Financial Advisors, LLC | 1,700 | $260.0K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,708 | $261.6K | 0.00% | −358−17.3% | Reduced |
| Quadrature Capital Ltd | 1,729 | $265.0K | 0.01% | −6,040−77.7% | Reduced |
| Sheets Smith Wealth Management | 1,800 | $276.0K | 0.03% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,800 | $276.0K | 0.22% | 00.0% | Unchanged |