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, Q1 2022
Institutional positions in Life Storage, Inc. as of Mar 31, 2022. 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
- 416
- −14 vs. Q4 2021
- Shares held
- 77.8M
- +296.1K (+0.4%) vs. Q4 2021
- Total value
- $10.9B
- −$927.5M (−7.8%) vs. Q4 2021
- New holders
- 39
- 178 more added
- Sold out
- 53
- 129 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Life Storage, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 3 | $0 | 0.00% | −2,282−99.9% | Reduced |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 5 | $702 | 0.00% | −4−44.4% | Reduced |
| SRS Capital Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| American Portfolios Advisors | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11 | $1.59K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 23 | $3.00K | 0.00% | +23 | New |
| Earnest Partners LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 38 | $5.00K | 0.00% | −1−2.6% | Reduced |
| TCI Wealth Advisors, Inc. | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 36 | $5.00K | 0.00% | +3+9.1% | Added |
| Raleigh Capital Management Inc. | 34 | $5.00K | 0.00% | +34 | New |
| Fortitude Advisory Group L.L.C. | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $6.00K | 0.00% | +5+13.9% | Added |
| Evermay Wealth Management LLC | 58 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 71 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 77 | $11.0K | 0.00% | +4+5.5% | Added |
| Twin Tree Management, LP | 100 | $14.0K | 0.00% | −225−69.2% | Reduced |
| Fieldpoint Private Securities, LLC | 99 | $14.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 110 | $15.0K | 0.00% | +36+48.6% | Added |
| Sageworth Trust Co of South Dakota | 129 | $18.0K | 0.03% | −166−56.3% | Reduced |
| Smithfield Trust Co | 130 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 153 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 188 | $26.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 189 | $27.0K | 0.00% | +144+320.0% | Added |
| Meeder Asset Management Inc | 202 | $28.0K | 0.00% | +202 | New |
| Whittier Trust Co | 201 | $28.0K | 0.00% | +201 | New |
| Fifth Third Bancorp | 222 | $31.0K | 0.00% | +92+70.8% | Added |
| Brown Brothers Harriman & Co | 225 | $32.0K | 0.00% | +225 | New |
| Quantbot Technologies LP | 268 | $37.0K | 0.00% | −13,766−98.1% | Reduced |
| Point72 Hong Kong Ltd | 273 | $38.0K | 0.00% | +273 | New |
| Covestor Ltd | 309 | $43.0K | 0.03% | +45+17.0% | Added |
| First Horizon Advisors, Inc. | 374 | $53.0K | 0.00% | +170+83.3% | Added |
| Rockefeller Capital Management L.P. | 390 | $54.0K | 0.00% | +10+2.6% | Added |
| Lindbrook Capital, LLC | 387 | $54.0K | 0.01% | +7+1.8% | Added |
| Leonteq Securities AG | 407 | $57.2K | 0.00% | +407 | New |
| Archer Investment Corp | 425 | $59.7K | 0.02% | +425 | New |
| Dark Forest Capital Management LP | 447 | $62.0K | 0.01% | +447 | New |
| Parallel Advisors, LLC | 480 | $68.0K | 0.00% | −71−12.9% | Reduced |
| Laffer Tengler Investments | 512 | $71.9K | 0.02% | +512 | New |
| CWM, LLC | 527 | $74.0K | 0.00% | −102−16.2% | Reduced |
| Quadrant Capital Group LLC | 553 | $77.0K | 0.01% | −16−2.8% | Reduced |
| Umb Bank N A | 542 | $77.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 547 | $77.0K | 0.02% | +547 | New |
| IFP Advisors, Inc | 827 | $85.0K | 0.00% | +796+2,567.7% | Added |
| Proequities, Inc. | 634 | $89.0K | 0.01% | +29+4.8% | Added |
| High Net Worth Advisory Group LLC | 821 | $115.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 817 | $115.0K | 0.00% | +187+29.7% | Added |
| First Manhattan Co | 900 | $126.0K | 0.00% | +900 | New |
| Harvest Fund Management Co., Ltd | 935 | $131.0K | 0.03% | −3,107−76.9% | Reduced |
| Tower View Investment Management & Research LLC | 971 | $137.0K | 0.07% | +971 | New |
| Bellevue Asset Management, LLC | 993 | $141.0K | 0.09% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,075 | $151.0K | 0.01% | −115−9.7% | Reduced |
| Signaturefd, LLC | 1,135 | $159.0K | 0.00% | −63−5.3% | Reduced |
| Cyrus J. Lawrence, LLC | 1,249 | $175.0K | 0.04% | +1,249 | New |
| Exane Derivatives | 1,359 | $190.8K | 0.05% | +37+2.8% | Added |
| Loomis Sayles & Co L P | 1,385 | $194.0K | 0.00% | +1,176+562.7% | Added |
| Cigna Investments Inc | 1,431 | $200.0K | 0.02% | −424−22.9% | Reduced |
| Bank of Nova Scotia | 1,441 | $203.0K | 0.00% | −6,037−80.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,454 | $204.0K | 0.01% | −75−4.9% | Reduced |
| Nottingham Advisors, Inc. | 1,464 | $206.0K | 0.02% | −37−2.5% | Reduced |
| Capital Financial Services, LLC | 1,500 | $211.0K | 0.25% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 1,500 | $211.0K | 0.03% | +1,500 | New |
| Mackenzie Financial Corp | 1,522 | $214.0K | 0.00% | −21,947−93.5% | Reduced |
| Commons Capital, LLC | 1,527 | $214.0K | 0.23% | +9+0.6% | Added |
| RBF Capital, LLC | 1,500 | $214.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,531 | $215.0K | 0.01% | −101−6.2% | Reduced |
| Gotham Asset Management, LLC | 1,581 | $222.0K | 0.01% | +220+16.2% | Added |
| Wealthfront Advisers LLC | 1,589 | $223.0K | 0.00% | −457−22.3% | Reduced |
| First Citizens Bank & Trust Co | 1,608 | $226.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,610 | $226.0K | 0.00% | +45+2.9% | Added |
| Financial Network Wealth Management LLC | 1,635 | $230.0K | 0.12% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,642 | $231.0K | 0.01% | +48+3.0% | Added |
| Regent Investment Management LLC | 1,650 | $232.0K | 0.05% | 00.0% | Unchanged |
| Veritable, L.P. | 1,683 | $236.0K | 0.00% | +39+2.4% | Added |
| Capital Square, LLC | 1,700 | $238.0K | 0.17% | −232−12.0% | Reduced |
| True Link Financial Advisors, LLC | 1,700 | $239.0K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,837 | $243.0K | 0.02% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,837 | $243.0K | 0.02% | +1,837 | New |
| Equitable Holdings, Inc. | 1,768 | $248.0K | 0.00% | +1,768 | New |
| Sheets Smith Wealth Management | 1,800 | $253.0K | 0.03% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,800 | $253.0K | 0.21% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,250 | $255.0K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,837 | $258.0K | 0.01% | −8,864−82.8% | Reduced |
| First Hawaiian Bank | 1,868 | $262.0K | 0.01% | +401+27.3% | Added |