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 |
|---|---|---|---|---|---|
| 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 |
| Altshuler Shaham Ltd | 52 | $8.00K | 0.00% | +52 | 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 |
| McDonald Partners LLC | 43 | $6.59K | 0.01% | +43 | New |
| Absolute Capital Management, LLC | 43 | $6.59K | 0.01% | +43 | 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 |
| 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 |
| Earnest Partners LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| TD Waterhouse Canada Inc. | 11 | $1.61K | 0.00% | +11 | New |
| American Portfolios Advisors | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 9 | $1.38K | 0.00% | +9 | 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 |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −722,247−100.0% | Sold out |
| Vision Capital Corp | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −201,457−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −50,960−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −31,769−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −31,300−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −18,203−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −13,755−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −10,805−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,629−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −8,932−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,410−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −6,170−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,923−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,665−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −5,079−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −4,763−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,202−100.0% | Sold out |
| HGK Asset Management Inc | 0 | $0 | 0.00% | −3,985−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −3,124−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| Wilen Investment Management Corp. | 0 | $0 | 0.00% | −3,082−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −2,193−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Granite Investment Advisors, LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |