Skip to main content

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.

Institutional holdersQ4 2021: 434 institutions
Q1 2021: 363 institutionsQ2 2021: 370 institutionsQ3 2021: 382 institutionsQ4 2021: 434 institutionsQ1 2022: 416 institutionsQ2 2022: 397 institutionsQ3 2022: 417 institutionsQ4 2022: 434 institutionsQ1 2023: 451 institutionsQ2 2023: 434 institutionsQ3 2023: 3 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2021: $11.9B
Q1 2021: $6.40BQ2 2021: $8.03BQ3 2021: $8.64BQ4 2021: $11.9BQ1 2022: $10.9BQ2 2022: $8.63BQ3 2022: $8.74BQ4 2022: $7.79BQ1 2023: $10.6BQ2 2023: $10.5BQ3 2023: $77.3KQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding LSI and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20233$77.3K
Q2 2023434$10.5B
Q1 2023451$10.6B
Q4 2022434$7.79B
Q3 2022417$8.74B
Q2 2022397$8.63B
Q1 2022416$10.9B
Q4 2021434$11.9B
Q3 2021382$8.64B
Q2 2021370$8.03B
Q1 2021363$6.40B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Life Storage, Inc.; share changes are against Q3 2021.

Institutions holding LSI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wexford Capital LP3,009$461.0K0.05%+3,009New
McCollum Christoferson Group LLC3,000$460.0K0.10%00.0%Unchanged
Fox Run Management, L.L.C.2,931$449.0K0.26%+2,931New
Parsons Capital Management Inc2,925$448.0K0.03%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.2,896$444.0K0.02%−4,314−59.8%Reduced
Arkadios Wealth Advisors2,723$417.0K0.06%+17+0.6%Added
HighTower Trust Services, LTA2,704$414.0K0.04%+2,704New
Agf Investments Inc.2,618$401.0K0.00%+1,018+63.6%Added
Cetera Advisors LLC2,579$395.0K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd2,492$382.0K0.23%−285−10.3%Reduced
Leavell Investment Management, Inc.2,495$382.0K0.03%00.0%Unchanged
Cypress Capital Group2,464$377.0K0.05%+2,464New
Windham Capital Management, LLC2,400$368.0K0.08%00.0%Unchanged
Ontario Teachers Pension Plan Board2,393$367.0K0.00%+2,393New
Manteio Capital LLC2,394$367.0K0.47%+2,394New
Level Four Advisory Services, LLC2,354$361.0K0.03%+82+3.6%Added
Driehaus Capital Management LLC2,353$360.0K0.00%00.0%Unchanged
USA Financial Portformulas Corp2,285$350.0K0.30%−674−22.8%Reduced
Fiduciary Group LLC2,250$345.0K0.04%00.0%Unchanged
Geneos Wealth Management Inc.2,251$344.0K0.01%00.0%Unchanged
Cetera Advisor Networks LLC2,179$334.0K0.00%00.0%Unchanged
Ninepoint Partners LP2,178$334.0K0.12%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,114$324.0K0.00%−52,311−96.1%Reduced
Glenview Trust Co2,100$322.0K0.01%00.0%Unchanged
D. E. Shaw & Co., Inc.2,071$317.0K0.00%−25,048−92.4%Reduced
Wealthfront Advisers LLC2,046$314.0K0.00%+2,046New
National Asset Management, Inc.1,993$306.0K0.01%−33−1.6%Reduced
Aurora Investment Counsel1,949$299.0K0.18%−8,075−80.6%Reduced
Farmers & Merchants Trust Co of Long Beach1,950$299.0K0.07%00.0%Unchanged
Invst, LLC2,354$297.0K0.05%−771−24.7%Reduced
Norinchukin Bank, The1,900$291.0K0.00%+1,900New
Cigna Investments Inc1,855$284.0K0.02%−540−22.5%Reduced
6 Meridian1,822$279.0K0.02%+8+0.4%Added
Capital Square, LLC1,932$279.0K0.19%+1,932New
Sheets Smith Wealth Management1,800$276.0K0.03%00.0%Unchanged
Charter Research & Investment Group, Inc.1,800$276.0K0.22%00.0%Unchanged
Quadrature Capital Ltd1,729$265.0K0.01%−6,040−77.7%Reduced
Advisors Asset Management, Inc.1,708$261.6K0.00%−358−17.3%Reduced
True Link Financial Advisors, LLC1,700$260.0K0.03%00.0%Unchanged
Regent Investment Management LLC1,650$253.0K0.06%+1,650New
Veritable, L.P.1,644$252.0K0.00%+1,644New
Coldstream Capital Management Inc1,632$250.0K0.01%+1,632New
Financial Network Wealth Management LLC1,635$250.0K0.13%+1,635New
WealthPLAN Partners, LLC1,837$248.0K0.02%00.0%Unchanged
First Citizens Bank & Trust Co1,608$246.0K0.01%+1,608New
Vestmark Advisory Solutions, Inc.1,594$244.0K0.01%+1,594New
Park Avenue Securities LLC1,565$240.0K0.00%+1,565New
Ferguson Wellman Capital Management, Inc1,529$234.0K0.01%+1,529New
Commons Capital, LLC1,518$233.0K0.23%+1,518New
Gsa Capital Partners LLP1,517$232.0K0.03%−1,515−50.0%Reduced
Capital Financial Services, LLC1,500$230.0K0.25%−450−23.1%Reduced
Nottingham Advisors, Inc.1,501$230.0K0.03%+1,501New
RBF Capital, LLC1,500$230.0K0.01%+1,500New
Greenleaf Trust1,504$230.0K0.00%+1,504New
Point72 Asset Management, L.P.1,500$230.0K0.00%+1,500New
Foster & Motley Inc1,491$228.0K0.02%+1,491New
First Hawaiian Bank1,467$225.0K0.01%−737−33.4%Reduced
Greenwich Investment Management, Inc.1,413$216.0K0.15%+1,413New
Gotham Asset Management, LLC1,361$208.0K0.01%+1,361New
Diversified Trust Co1,353$207.0K0.01%+1,353New
TRUE Private Wealth Advisors1,350$206.0K0.03%+1,350New
Exane Derivatives1,322$202.5K0.05%−79−5.6%Reduced
Wetherby Asset Management Inc1,310$201.0K0.01%+1,310New
Signaturefd, LLC1,198$184.0K0.01%+324+37.1%Added
Salem Investment Counselors Inc1,190$182.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,160$178.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC993$152.0K0.09%00.0%Unchanged
NEXT Financial Group, Inc847$130.0K0.01%+193+29.5%Added
High Net Worth Advisory Group LLC821$126.0K0.04%+821New
Eaton Vance Management666$102.0K0.00%+33+5.2%Added
Northwestern Mutual Wealth Management Co630$96.0K0.00%+187+42.2%Added
CWM, LLC629$96.0K0.00%+629New
Proequities, Inc.605$93.0K0.01%+78+14.8%Added
Quadrant Capital Group LLC569$87.0K0.01%+297+109.2%Added
Parallel Advisors, LLC551$84.0K0.00%+87+18.8%Added
Umb Bank N A542$83.0K0.00%+542New
Lindbrook Capital, LLC380$58.0K0.01%+13+3.5%Added
Rockefeller Capital Management L.P.380$58.0K0.00%+283+291.8%Added
Twin Tree Management, LP325$50.0K0.00%+325New
Sageworth Trust Co of South Dakota295$45.0K0.07%+295New
James Investment Research Inc287$44.0K0.00%+287New
Covestor Ltd264$41.0K0.06%+264New
Signet Financial Management, LLC253$39.0K0.01%+253New
Total Clarity Wealth Management, Inc.250$38.0K0.02%+250New
Cohen & Steers, Inc.236$36.0K0.00%−8−3.3%Reduced
Loomis Sayles & Co L P209$32.0K0.00%−15−6.7%Reduced
First Horizon Advisors, Inc.204$31.0K0.00%−18−8.1%Reduced
Hexagon Capital Partners LLC188$29.0K0.01%+188New
State of Wyoming178$27.0K0.01%−1−0.6%Reduced
Clearstead Advisors, LLC153$23.0K0.00%00.0%Unchanged
Outfitter Financial LLC150$23.0K0.02%+150New
Fifth Third Bancorp130$20.0K0.00%+3+2.4%Added
Smithfield Trust Co130$20.0K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC99$15.0K0.00%+10+11.2%Added
Sageworth Trust Co90$14.0K0.00%−300−76.9%Reduced
Cambridge Trust Co82$13.0K0.00%+82New
Cullen/Frost Bankers, Inc.80$12.0K0.00%+80New
Huntington National Bank73$11.0K0.00%−10−12.0%Reduced
JJJ Advisors Inc.74$11.0K0.00%00.0%Unchanged
Private Capital Group, LLC71$11.0K0.00%+21+42.0%Added