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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 2,625 | $290.7K | 0.01% | −1,115−29.8% | Reduced |
| GWM Advisors LLC | 2,586 | $287.0K | 0.00% | −16−0.6% | Reduced |
| Park Avenue Securities LLC | 2,522 | $279.0K | 0.01% | +539+27.2% | Added |
| Yorktown Management & Research Co Inc | 2,500 | $277.0K | 0.36% | +2,500 | New |
| Leavell Investment Management, Inc. | 2,495 | $276.0K | 0.02% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 2,490 | $276.0K | 0.11% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,475 | $274.0K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,458 | $272.0K | 0.00% | +2,458 | New |
| Capital Square, LLC | 2,426 | $268.0K | 0.24% | +72+3.1% | Added |
| Windham Capital Management, LLC | 2,400 | $266.0K | 0.10% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,390 | $265.0K | 0.01% | +417+21.1% | Added |
| Level Four Advisory Services, LLC | 2,354 | $261.0K | 0.03% | −9−0.4% | Reduced |
| Cetera Investment Advisers | 2,335 | $259.0K | 0.01% | −978−29.5% | Reduced |
| Fifth Third Bancorp | 2,341 | $259.0K | 0.00% | +2,273+3,342.6% | Added |
| Kestra Private Wealth Services, LLC | 2,327 | $258.0K | 0.01% | +3+0.1% | Added |
| Simplex Trading, LLC | 2,264 | $250.0K | 0.01% | +140+6.6% | Added |
| Geneos Wealth Management Inc. | 2,251 | $249.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,250 | $246.0K | 0.03% | 00.0% | Unchanged |
| Ninepoint Partners LP | 2,178 | $241.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Hennion & Walsh Asset Management, Inc. | 2,107 | $233.0K | 0.02% | −1,147−35.2% | Reduced |
| Anson Funds Management LP | 2,045 | $227.0K | 0.04% | −25,955−92.7% | Reduced |
| Gotham Asset Management, LLC | 2,014 | $223.0K | 0.01% | +2,014 | 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 |
| Intech Investment Management LLC | 1,977 | $219.0K | 0.00% | +1,977 | New |
| Glenview Trust Co | 1,957 | $217.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,950 | $216.0K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,900 | $210.0K | 0.02% | +1,900 | New |
| C M Bidwell & Associates Ltd | 1,879 | $208.0K | 0.17% | −203−9.8% | Reduced |
| 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 |
| Contravisory Investment Management, Inc. | 1,592 | $176.0K | 0.06% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,464 | $162.0K | 0.01% | +1,464 | New |
| Dark Forest Capital Management LP | 1,209 | $134.0K | 0.02% | +1,205+30,125.0% | Added |
| Quadrant Capital Group LLC | 1,199 | $133.0K | 0.02% | +581+94.0% | Added |
| Wolverine Asset Management LLC | 1,180 | $130.0K | 0.00% | −8,239−87.5% | Reduced |
| Signaturefd, LLC | 1,132 | $125.0K | 0.00% | −77−6.4% | Reduced |
| Ossiam | 1,080 | $120.0K | 0.00% | +1,080 | New |
| Salem Investment Counselors Inc | 1,025 | $114.0K | 0.01% | −50−4.7% | Reduced |
| Bellevue Asset Management, LLC | 993 | $109.0K | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 935 | $104.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 900 | $99.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 876 | $97.0K | 0.00% | +194+28.4% | Added |
| High Net Worth Advisory Group LLC | 821 | $91.0K | 0.04% | 00.0% | Unchanged |
| Group One Trading, L.P. | 800 | $89.0K | 0.00% | −380−32.2% | Reduced |
| IFP Advisors, Inc | 712 | $85.0K | 0.00% | +64+9.9% | Added |
| Beacon Capital Management, LLC | 547 | $61.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 529 | $59.0K | 0.00% | −13−2.4% | Reduced |
| Laffer Tengler Investments | 512 | $56.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 502 | $56.0K | 0.05% | −287−36.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 508 | $56.0K | 0.00% | +508 | New |
| Cyrus J. Lawrence, LLC | 499 | $55.0K | 0.02% | −750−60.0% | Reduced |
| Huntington National Bank | 454 | $50.0K | 0.00% | +189+71.3% | Added |
| Proequities, Inc. | 436 | $48.0K | 0.00% | −114−20.7% | Reduced |
| Archer Investment Corp | 425 | $47.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 381 | $42.0K | 0.01% | +5+1.3% | Added |
| First Horizon Advisors, Inc. | 357 | $40.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 316 | $35.0K | 0.00% | −41−11.5% | Reduced |
| Bank of New Hampshire | 300 | $33.0K | 0.01% | +107+55.4% | Added |
| Capital Analysts, LLC | 259 | $29.0K | 0.00% | +259 | New |
| Advisors Asset Management, Inc. | 241 | $27.0K | 0.00% | −194−44.6% | Reduced |
| Whittier Trust Co | 229 | $25.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 225 | $25.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Meeder Asset Management Inc | 159 | $18.0K | 0.00% | −45−22.1% | Reduced |
| Clearstead Advisors, LLC | 153 | $17.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 134 | $15.0K | 0.01% | +100+294.1% | Added |
| Riverview Trust Co | 130 | $14.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 105 | $12.0K | 0.00% | +64+156.1% | Added |
| Ellevest, Inc. | 112 | $12.0K | 0.00% | +90+409.1% | 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 |
| SRS Capital Advisors, Inc. | 88 | $10.0K | 0.00% | +55+166.7% | Added |
| 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 |
| Parkside Financial Bank & Trust | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| American State Bank (Iowa) | 34 | $3.77K | 0.00% | +34 | 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 |
| 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 |