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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 1,837 | $227.1K | 0.02% | +1,837 | New |
| WealthPlan Investment Management, LLC | 1,837 | $228.7K | 0.02% | +1,837 | New |
| Curtis Advisory Group, LLC | 2,344 | $230.9K | 0.09% | −146−5.9% | Reduced |
| Level Four Advisory Services, LLC | 2,354 | $231.9K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,392 | $235.6K | 0.00% | +51+2.2% | Added |
| Windham Capital Management, LLC | 2,400 | $236.4K | 0.09% | 00.0% | Unchanged |
| Creative Planning | 2,419 | $238.2K | 0.00% | +248+11.4% | Added |
| Gilman Hill Asset Management, LLC | 2,450 | $241.3K | 0.05% | −215−8.1% | Reduced |
| Vanderbilt University | 2,455 | $241.8K | 0.06% | −692−22.0% | Reduced |
| Parsons Capital Management Inc | 2,475 | $243.8K | 0.02% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,495 | $246.0K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,520 | $248.2K | 0.12% | +2,520 | New |
| Clifford Swan Investment Counsel LLC | 2,600 | $256.1K | 0.01% | −975−27.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,629 | $259.0K | 0.12% | +2,629 | New |
| Metropolitan Life Insurance Co | 2,632 | $259.3K | 0.01% | +7+0.3% | Added |
| Capital Square, LLC | 2,671 | $263.1K | 0.24% | +245+10.1% | Added |
| Park Avenue Securities LLC | 2,724 | $268.0K | 0.00% | +202+8.0% | Added |
| Naviter Wealth, LLC | 2,661 | $276.5K | 0.08% | +512+23.8% | Added |
| Canandaigua National Corp | 2,823 | $278.0K | 0.05% | 00.0% | Unchanged |
| Greenland Capital Management LP | 2,900 | $285.6K | 0.05% | +2,900 | New |
| Cetera Advisors LLC | 2,998 | $295.3K | 0.01% | +104+3.6% | Added |
| McCollum Christoferson Group LLC | 3,000 | $295.5K | 0.09% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,026 | $298.0K | 0.44% | +30+1.0% | Added |
| CWA Asset Management Group, LLC | 3,090 | $304.4K | 0.02% | −75−2.4% | Reduced |
| Harvest Portfolios Group Inc. | 3,162 | $311.5K | 0.02% | +3,162 | New |
| Hudson Valley Investment Advisors Inc | 3,202 | $315.4K | 0.05% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,202 | $315.4K | 0.19% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 3,225 | $317.4K | 0.03% | +14+0.4% | Added |
| Norinchukin Bank, The | 3,258 | $320.9K | 0.01% | +487+17.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,284 | $323.0K | 0.01% | +3,284 | New |
| Gsa Capital Partners LLP | 3,387 | $334.0K | 0.04% | +3,387 | New |
| Shell Asset Management Co | 3,435 | $338.0K | 0.01% | −702−17.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,457 | $340.6K | 0.00% | +325+10.4% | Added |
| Vident Investment Advisory, LLC | 3,498 | $344.6K | 0.01% | +384+12.3% | Added |
| Brinker Capital Investments, LLC | 3,596 | $354.2K | 0.01% | −267−6.9% | Reduced |
| Delta Capital Management LLC | 3,660 | $361.0K | 0.26% | −220−5.7% | Reduced |
| JustInvest LLC | 3,710 | $365.4K | 0.02% | −1,972−34.7% | Reduced |
| DoubleLine ETF Adviser LP | 3,770 | $371.3K | 0.19% | +3,770 | New |
| American Assets Investment Management, LLC | 3,773 | $371.6K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,873 | $381.5K | 0.00% | −203−5.0% | Reduced |
| Oak Thistle LLC | 3,938 | $387.9K | 0.83% | +3,938 | New |
| Profund Advisors LLC | 4,052 | $399.1K | 0.03% | +102+2.6% | Added |
| Avantax Advisory Services, Inc. | 4,067 | $400.6K | 0.01% | +41+1.0% | Added |
| First Republic Investment Management, Inc. | 4,081 | $402.0K | 0.00% | +112+2.8% | Added |
| McKinley Carter Wealth Services, Inc. | 4,082 | $402.1K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,130 | $406.8K | 0.01% | −2,364−36.4% | Reduced |
| Cascade Investment Group, Inc. | 4,180 | $411.8K | 0.43% | +4,180 | New |
| Commonwealth Equity Services, LLC | 4,190 | $412.0K | 0.00% | +68+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,182 | $412.0K | 0.00% | +146+3.6% | Added |
| Naples Global Advisors, LLC | 4,206 | $414.3K | 0.05% | −50−1.2% | Reduced |
| Bridgeworth, LLC | 4,281 | $421.6K | 0.07% | +44+1.0% | Added |
| Shelton Capital Management | 4,366 | $430.1K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,413 | $434.7K | 0.00% | +2,078+89.0% | Added |
| Fiducient Advisors LLC | 4,450 | $438.3K | 0.13% | +4,450 | New |
| Winmill & Co. Inc | 4,500 | $443.3K | 0.16% | 00.0% | Unchanged |
| MQS Management LLC | 4,547 | $447.9K | 0.30% | +4,547 | New |
| Hennion & Walsh Asset Management, Inc. | 4,559 | $449.0K | 0.03% | +2,452+116.4% | Added |
| J. W. Coons Advisors, LLC | 4,822 | $475.0K | 0.14% | +1,255+35.2% | Added |
| Neo Ivy Capital Management | 4,896 | $482.0K | 0.33% | +1,660+51.3% | Added |
| Commerce Bank | 4,934 | $486.0K | 0.00% | +6+0.1% | Added |
| Values First Advisors, Inc. | 5,013 | $493.8K | 0.34% | +67+1.4% | Added |
| Wolverine Asset Management LLC | 5,133 | $505.6K | 0.01% | +3,953+335.0% | Added |
| Mariner, LLC | 5,160 | $508.0K | 0.00% | +511+11.0% | Added |
| Erste Asset Management GmbH | 5,200 | $511.8K | 0.01% | +5,200 | New |
| MML Investors Services, LLC | 5,299 | $522.0K | 0.00% | +554+11.7% | Added |
| Lockheed Martin Investment Management Co | 5,482 | $540.0K | 0.04% | +600+12.3% | Added |
| Verition Fund Management LLC | 5,529 | $544.6K | 0.01% | −2,483−31.0% | Reduced |
| HGK Asset Management Inc | 5,556 | $547.0K | 0.19% | +2,219+66.5% | Added |
| Steward Partners Investment Advisory, LLC | 5,730 | $564.4K | 0.01% | +477+9.1% | Added |
| Bryant Woods Investment Advisors, LLC | 5,900 | $581.1K | 0.49% | +39+0.7% | Added |
| Equitable Holdings, Inc. | 5,996 | $590.6K | 0.01% | +11+0.2% | Added |
| The PNC Financial Services Group, Inc. | 6,040 | $594.9K | 0.00% | −5−0.1% | Reduced |
| Hoylecohen, LLC | 6,041 | $595.0K | 0.06% | 00.0% | Unchanged |
| Summit Global Investments | 6,223 | $613.0K | 0.05% | +1,508+32.0% | Added |
| Maryland State Retirement & Pension System | 6,249 | $615.5K | 0.02% | +6,249 | New |
| Campbell & CO Investment Adviser LLC | 6,350 | $625.5K | 0.15% | −1,113−14.9% | Reduced |
| Lighthouse Investment Partners, LLC | 6,576 | $647.7K | 0.12% | +6,576 | New |
| Janney Montgomery Scott LLC | 6,614 | $652.0K | 0.00% | +628+10.5% | Added |
| Graham Capital Management, L.P. | 6,796 | $669.4K | 0.03% | +6,796 | New |
| Twin Tree Management, LP | 6,990 | $688.5K | 0.02% | +1,922+37.9% | Added |
| Dynamic Technology Lab Private Ltd | 7,091 | $698.0K | 0.07% | +7,091 | New |
| AE Wealth Management LLC | 7,092 | $698.6K | 0.01% | +7,092 | New |
| 1832 Asset Management L.P. | 7,150 | $704.3K | 0.00% | −150,332−95.5% | Reduced |
| Susquehanna International Group, LLP | 7,298 | $718.9K | 0.00% | −5,280−42.0% | Reduced |
| Inceptionr LLC | 7,415 | $730.4K | 0.38% | +7,415 | New |
| Crossmark Global Holdings, Inc. | 7,477 | $737.0K | 0.02% | −783−9.5% | Reduced |
| Gyon Technologies Capital Management, LP | 7,614 | $750.0K | 0.28% | +4,426+138.8% | Added |
| Securian Asset Management, Inc | 7,811 | $769.4K | 0.02% | +120+1.6% | Added |
| Assetmark, Inc | 7,850 | $773.2K | 0.00% | −234−2.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,866 | $774.8K | 0.02% | −4,321−35.5% | Reduced |
| Warwick Investment Management, Inc. | 8,100 | $797.9K | 0.33% | +8,100 | New |
| Cornercap Investment Counsel Inc | 8,644 | $851.4K | 0.15% | +8,644 | New |
| Fox Run Management, L.L.C. | 8,700 | $857.0K | 0.34% | +8,700 | New |
| Nissay Asset Management Corp | 8,879 | $874.6K | 0.01% | −72−0.8% | Reduced |
| Toronto Dominion Bank | 9,058 | $892.0K | 0.00% | +112+1.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,130 | $899.3K | 0.13% | −728−7.4% | Reduced |
| Tower Research Capital LLC (TRC) | 9,248 | $911.0K | 0.04% | +3,862+71.7% | Added |
| Thoroughbred Financial Services, LLC | 9,588 | $944.0K | 0.15% | +329+3.6% | Added |
| Bell Bank | 9,900 | $975.1K | 0.11% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,115 | $996.3K | 0.00% | −42,460−80.8% | Reduced |