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 2022
Institutional positions in Life Storage, Inc. as of Dec 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
- 434
- +22 vs. Q3 2022
- Shares held
- 79.1M
- +220.3K (+0.3%) vs. Q3 2022
- Total value
- $7.79B
- −$943.4M (−10.8%) vs. Q3 2022
- New holders
- 68
- 171 more added
- Sold out
- 46
- 138 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Life Storage, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 162 | $0 | 0.00% | +158+3,950.0% | Added |
| Sutton Wealth Advisors Inc. | 4 | $394 | 0.00% | −8−66.7% | Reduced |
| Versant Capital Management, Inc | 4 | $394 | 0.00% | +1+33.3% | Added |
| Leonteq Securities AG | 5 | $492 | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 5 | $492 | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $493 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 99 | $497 | 0.01% | −1,677−94.4% | Reduced |
| SRS Capital Advisors, Inc. | 6 | $591 | 0.00% | −82−93.2% | Reduced |
| TD Waterhouse Canada Inc. | 7 | $673 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $690 | 0.00% | −18−72.0% | Reduced |
| Farther Finance Advisors, LLC | 7 | $690 | 0.00% | +7 | New |
| CoreCap Advisors, LLC | 9 | $887 | 0.00% | +9 | New |
| McElhenny Sheffield Capital Management, LLC | 10 | $985 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 14 | $1.38K | 0.00% | −4−22.2% | Reduced |
| Stonebridge Capital Advisors LLC | 18 | $1.77K | 0.00% | −15−45.5% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19 | $1.87K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Ellevest, Inc. | 22 | $2.17K | 0.00% | −90−80.4% | Reduced |
| Parkside Financial Bank & Trust | 23 | $2.27K | 0.00% | −23−50.0% | Reduced |
| Truvestments Capital LLC | 25 | $2.46K | 0.00% | +25 | New |
| Oliver Lagore Vanvalin Investment Group | 26 | $2.56K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $2.66K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $2.66K | 0.00% | +27 | New |
| Whittier Trust Co | 28 | $2.76K | 0.00% | −201−87.8% | Reduced |
| Harbour Investments, Inc. | 30 | $2.96K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 32 | $3.15K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 32 | $3.15K | 0.00% | +16+100.0% | Added |
| Glassman Wealth Services | 35 | $3.45K | 0.00% | −16−31.4% | Reduced |
| Farmers & Merchants Investments Inc | 38 | $3.74K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 44 | $4.33K | 0.00% | +7+18.9% | Added |
| Bessemer Group Inc | 52 | $5.00K | 0.00% | +52 | New |
| Plante Moran Financial Advisors, LLC | 57 | $5.62K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 64 | $6.30K | 0.00% | +50+357.1% | Added |
| Massmutual Trust Co FSB | 73 | $7.00K | 0.00% | −32−30.5% | Reduced |
| JJJ Advisors Inc. | 80 | $8.28K | 0.00% | −23−22.3% | Reduced |
| Credit Agricole S A | 95 | $9.36K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $11.0K | 0.00% | −73−39.5% | Reduced |
| Rockefeller Capital Management L.P. | 124 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 134 | $13.0K | 0.00% | +18+15.5% | Added |
| Clearstead Advisors, LLC | 153 | $15.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 225 | $22.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 236 | $23.3K | 0.00% | −80−25.3% | Reduced |
| Bank of New Hampshire | 255 | $25.0K | 0.01% | −45−15.0% | Reduced |
| Capital Analysts, LLC | 261 | $26.0K | 0.00% | +2+0.8% | Added |
| St Germain D J Co Inc | 280 | $27.6K | 0.01% | +280 | New |
| Raleigh Capital Management Inc. | 333 | $32.8K | 0.02% | +199+148.5% | Added |
| Quarry LP | 347 | $34.2K | 0.04% | +347 | New |
| First Horizon Advisors, Inc. | 357 | $35.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 367 | $36.1K | 0.00% | −69−15.8% | Reduced |
| Lindbrook Capital, LLC | 372 | $36.6K | 0.00% | −9−2.4% | Reduced |
| IFP Advisors, Inc | 282 | $41.0K | 0.00% | −430−60.4% | Reduced |
| Archer Investment Corp | 425 | $41.9K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 494 | $48.7K | 0.04% | −1,385−73.7% | Reduced |
| Cyrus J. Lawrence, LLC | 499 | $49.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 508 | $50.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 529 | $52.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 535 | $52.7K | 0.01% | −664−55.4% | Reduced |
| Accurate Wealth Management, LLC | 542 | $53.1K | 0.02% | +542 | New |
| Beacon Capital Management, LLC | 547 | $53.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 563 | $56.0K | 0.05% | +61+12.2% | Added |
| Armstrong Advisory Group, Inc | 608 | $59.9K | 0.01% | +608 | New |
| Advisors Asset Management, Inc. | 647 | $63.7K | 0.00% | +406+168.5% | Added |
| Belpointe Asset Management LLC | 702 | $69.1K | 0.00% | +702 | New |
| Huntington National Bank | 736 | $72.5K | 0.00% | +282+62.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 800 | $78.8K | 0.00% | +800 | New |
| High Net Worth Advisory Group LLC | 821 | $80.8K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 828 | $82.0K | 0.00% | +728+728.0% | Added |
| Dark Forest Capital Management LP | 896 | $88.3K | 0.02% | −313−25.9% | Reduced |
| First Manhattan Co | 900 | $88.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 935 | $92.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 993 | $97.2K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $98.5K | 0.00% | −25−2.4% | Reduced |
| Signaturefd, LLC | 1,018 | $100.3K | 0.00% | −114−10.1% | Reduced |
| CWM, LLC | 1,036 | $102.0K | 0.00% | +160+18.3% | Added |
| Ossiam | 1,080 | $106.4K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,209 | $119.1K | 0.03% | +697+136.1% | Added |
| Loomis Sayles & Co L P | 1,381 | $136.0K | 0.00% | +1,369+11,408.3% | Added |
| Core Wealth Partners LLC | 12,282 | $136.6K | 0.17% | +12,282 | New |
| Benjamin F. Edwards & Company, Inc. | 1,472 | $145.0K | 0.01% | +1,472 | New |
| Ninepoint Partners LP | 1,811 | $178.0K | 0.02% | −367−16.9% | Reduced |
| Contravisory Investment Management, Inc. | 1,823 | $179.6K | 0.05% | +231+14.5% | Added |
| Mirabella Financial Services LLP | 2,044 | $201.3K | 0.02% | +2,044 | New |
| Advisor Partners II, LLC | 2,049 | $201.8K | 0.01% | +2,049 | New |
| Acadian Asset Management LLC | 2,092 | $206.0K | 0.00% | −2,392−53.3% | Reduced |
| Stratos Wealth Partners, LTD. | 2,103 | $207.2K | 0.01% | −60−2.8% | Reduced |
| Dakota Wealth Management | 2,142 | $211.0K | 0.02% | +2,142 | New |
| Arkadios Wealth Advisors | 2,170 | $213.7K | 0.03% | +19+0.9% | Added |
| Kestra Private Wealth Services, LLC | 2,181 | $214.8K | 0.01% | −146−6.3% | Reduced |
| CIBC Asset Management Inc | 2,208 | $217.5K | 0.00% | −814−26.9% | Reduced |
| Fiduciary Group LLC | 2,250 | $221.6K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,251 | $221.7K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,251 | $221.7K | 0.05% | +2,251 | New |
| GWM Advisors LLC | 2,907 | $224.4K | 0.01% | +321+12.4% | Added |
| Veritable, L.P. | 2,280 | $224.6K | 0.00% | +2,280 | New |