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 2022
Institutional positions in Life Storage, Inc. as of Sep 30, 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
- 417
- +25 vs. Q2 2022
- Shares held
- 78.9M
- +1.95M (+2.5%) vs. Q2 2022
- Total value
- $8.74B
- +$108.8M (+1.3%) vs. Q2 2022
- New holders
- 56
- 143 more added
- Sold out
- 31
- 150 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Life Storage, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Leonteq Securities AG | 5 | $554 | 0.00% | −1−16.7% | Reduced |
| TD Waterhouse Canada Inc. | 7 | $774 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| Hantz Financial Services, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 13 | $1.00K | 0.00% | +13 | New |
| American Portfolios Advisors | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12 | $1.33K | 0.00% | −1−7.7% | Reduced |
| Financial Management Professionals, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $2.00K | 0.00% | −2−12.5% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $2.00K | 0.00% | +4+36.4% | Added |
| Allworth Financial LP | 18 | $2.00K | 0.00% | +17+1,700.0% | Added |
| Almanack Investment Partners, LLC. | 14 | $2.00K | 0.00% | +14 | New |
| EverSource Wealth Advisors, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Heritage Wealth Management, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Harbour Investments, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $3.00K | 0.00% | +9+56.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 26 | $3.00K | 0.00% | +26 | New |
| American State Bank (Iowa) | 34 | $3.77K | 0.00% | +34 | New |
| TCI Wealth Advisors, Inc. | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 33 | $4.00K | 0.00% | +15+83.3% | Added |
| Farmers & Merchants Investments Inc | 38 | $4.00K | 0.00% | +38 | New |
| HHM Wealth Advisors, LLC | 37 | $4.00K | 0.00% | +37 | New |
| Parkside Financial Bank & Trust | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 88 | $10.0K | 0.00% | +55+166.7% | Added |
| Spire Wealth Management | 100 | $11.0K | 0.00% | −5,131−98.1% | Reduced |
| JJJ Advisors Inc. | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 95 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 105 | $12.0K | 0.00% | +64+156.1% | Added |
| Ellevest, Inc. | 112 | $12.0K | 0.00% | +90+409.1% | Added |
| Rockefeller Capital Management L.P. | 124 | $13.0K | 0.00% | −293−70.3% | Reduced |
| Private Trust Co NA | 116 | $13.0K | 0.00% | −23−16.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 116 | $13.0K | 0.00% | +116 | New |
| Riverview Trust Co | 130 | $14.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $14.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 134 | $15.0K | 0.01% | +100+294.1% | Added |
| Clearstead Advisors, LLC | 153 | $17.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 159 | $18.0K | 0.00% | −45−22.1% | Reduced |
| Hexagon Capital Partners LLC | 185 | $20.0K | 0.01% | −3−1.6% | Reduced |
| Castle Wealth Management LLC | 182 | $20.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 229 | $25.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 225 | $25.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 241 | $27.0K | 0.00% | −194−44.6% | Reduced |
| Capital Analysts, LLC | 259 | $29.0K | 0.00% | +259 | New |
| Bank of New Hampshire | 300 | $33.0K | 0.01% | +107+55.4% | Added |
| Parallel Advisors, LLC | 316 | $35.0K | 0.00% | −41−11.5% | Reduced |
| First Horizon Advisors, Inc. | 357 | $40.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 381 | $42.0K | 0.01% | +5+1.3% | Added |
| Archer Investment Corp | 425 | $47.1K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 436 | $48.0K | 0.00% | −114−20.7% | Reduced |
| Huntington National Bank | 454 | $50.0K | 0.00% | +189+71.3% | Added |
| Cyrus J. Lawrence, LLC | 499 | $55.0K | 0.02% | −750−60.0% | Reduced |
| Covestor Ltd | 502 | $56.0K | 0.05% | −287−36.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 508 | $56.0K | 0.00% | +508 | New |
| Laffer Tengler Investments | 512 | $56.7K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 529 | $59.0K | 0.00% | −13−2.4% | Reduced |
| Beacon Capital Management, LLC | 547 | $61.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 712 | $85.0K | 0.00% | +64+9.9% | Added |
| Group One Trading, L.P. | 800 | $89.0K | 0.00% | −380−32.2% | Reduced |
| High Net Worth Advisory Group LLC | 821 | $91.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 876 | $97.0K | 0.00% | +194+28.4% | Added |
| First Manhattan Co | 900 | $99.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 935 | $104.0K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 993 | $109.0K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,025 | $114.0K | 0.01% | −50−4.7% | Reduced |
| Ossiam | 1,080 | $120.0K | 0.00% | +1,080 | New |
| Signaturefd, LLC | 1,132 | $125.0K | 0.00% | −77−6.4% | Reduced |
| Wolverine Asset Management LLC | 1,180 | $130.0K | 0.00% | −8,239−87.5% | Reduced |
| Quadrant Capital Group LLC | 1,199 | $133.0K | 0.02% | +581+94.0% | Added |
| Dark Forest Capital Management LP | 1,209 | $134.0K | 0.02% | +1,205+30,125.0% | Added |
| Wipfli Financial Advisors LLC, | 1,464 | $162.0K | 0.01% | +1,464 | New |
| Contravisory Investment Management, Inc. | 1,592 | $176.0K | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,836 | $203.0K | 0.01% | −102−5.3% | Reduced |
| NewEdge Wealth, LLC | 1,836 | $203.0K | 0.01% | +1,836 | New |
| C M Bidwell & Associates Ltd | 1,879 | $208.0K | 0.17% | −203−9.8% | Reduced |
| Centiva Capital, LP | 1,900 | $210.0K | 0.02% | +1,900 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,950 | $216.0K | 0.07% | 00.0% | Unchanged |
| Glenview Trust Co | 1,957 | $217.0K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 1,977 | $219.0K | 0.00% | +1,977 | New |
| Invst, LLC | 2,131 | $222.0K | 0.04% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 2,000 | $222.0K | 0.02% | +2,000 | New |
| Gotham Asset Management, LLC | 2,014 | $223.0K | 0.01% | +2,014 | New |
| Anson Funds Management LP | 2,045 | $227.0K | 0.04% | −25,955−92.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,107 | $233.0K | 0.02% | −1,147−35.2% | Reduced |
| Arkadios Wealth Advisors | 2,151 | $238.0K | 0.04% | −493−18.6% | Reduced |
| Naviter Wealth, LLC | 2,149 | $238.0K | 0.10% | +2,149 | New |
| Stratos Wealth Partners, LTD. | 2,163 | $240.0K | 0.01% | +33+1.5% | Added |
| Creative Planning | 2,171 | $240.0K | 0.00% | +2,171 | New |
| Ninepoint Partners LP | 2,178 | $241.0K | 0.04% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,250 | $246.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,251 | $249.0K | 0.02% | 00.0% | Unchanged |