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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 3,498 | $344.6K | 0.01% | +384+12.3% | Added |
| Northwestern Mutual Wealth Management Co | 3,457 | $340.6K | 0.00% | +325+10.4% | Added |
| Shell Asset Management Co | 3,435 | $338.0K | 0.01% | −702−17.0% | Reduced |
| Gsa Capital Partners LLP | 3,387 | $334.0K | 0.04% | +3,387 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,284 | $323.0K | 0.01% | +3,284 | New |
| Norinchukin Bank, The | 3,258 | $320.9K | 0.01% | +487+17.6% | Added |
| HighTower Trust Services, LTA | 3,225 | $317.4K | 0.03% | +14+0.4% | Added |
| 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 |
| Harvest Portfolios Group Inc. | 3,162 | $311.5K | 0.02% | +3,162 | New |
| CWA Asset Management Group, LLC | 3,090 | $304.4K | 0.02% | −75−2.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,026 | $298.0K | 0.44% | +30+1.0% | Added |
| McCollum Christoferson Group LLC | 3,000 | $295.5K | 0.09% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,998 | $295.3K | 0.01% | +104+3.6% | Added |
| Greenland Capital Management LP | 2,900 | $285.6K | 0.05% | +2,900 | New |
| Canandaigua National Corp | 2,823 | $278.0K | 0.05% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 2,661 | $276.5K | 0.08% | +512+23.8% | Added |
| Park Avenue Securities LLC | 2,724 | $268.0K | 0.00% | +202+8.0% | Added |
| Capital Square, LLC | 2,671 | $263.1K | 0.24% | +245+10.1% | Added |
| Metropolitan Life Insurance Co | 2,632 | $259.3K | 0.01% | +7+0.3% | Added |
| Jackson Creek Investment Advisors LLC | 2,629 | $259.0K | 0.12% | +2,629 | New |
| Clifford Swan Investment Counsel LLC | 2,600 | $256.1K | 0.01% | −975−27.3% | Reduced |
| Blueshift Asset Management, LLC | 2,520 | $248.2K | 0.12% | +2,520 | New |
| Leavell Investment Management, Inc. | 2,495 | $246.0K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,475 | $243.8K | 0.02% | 00.0% | Unchanged |
| Vanderbilt University | 2,455 | $241.8K | 0.06% | −692−22.0% | Reduced |
| Gilman Hill Asset Management, LLC | 2,450 | $241.3K | 0.05% | −215−8.1% | Reduced |
| Creative Planning | 2,419 | $238.2K | 0.00% | +248+11.4% | Added |
| Windham Capital Management, LLC | 2,400 | $236.4K | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,392 | $235.6K | 0.00% | +51+2.2% | Added |
| Level Four Advisory Services, LLC | 2,354 | $231.9K | 0.02% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 2,344 | $230.9K | 0.09% | −146−5.9% | Reduced |
| WealthPlan Investment Management, LLC | 1,837 | $228.7K | 0.02% | +1,837 | New |
| WealthPLAN Partners, LLC | 1,837 | $227.1K | 0.02% | +1,837 | New |
| Veritable, L.P. | 2,280 | $224.6K | 0.00% | +2,280 | New |
| GWM Advisors LLC | 2,907 | $224.4K | 0.01% | +321+12.4% | Added |
| 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 |
| Fiduciary Group LLC | 2,250 | $221.6K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,208 | $217.5K | 0.00% | −814−26.9% | Reduced |
| Kestra Private Wealth Services, LLC | 2,181 | $214.8K | 0.01% | −146−6.3% | Reduced |
| Arkadios Wealth Advisors | 2,170 | $213.7K | 0.03% | +19+0.9% | Added |
| Dakota Wealth Management | 2,142 | $211.0K | 0.02% | +2,142 | New |
| Stratos Wealth Partners, LTD. | 2,103 | $207.2K | 0.01% | −60−2.8% | Reduced |
| Acadian Asset Management LLC | 2,092 | $206.0K | 0.00% | −2,392−53.3% | Reduced |
| Advisor Partners II, LLC | 2,049 | $201.8K | 0.01% | +2,049 | New |
| Mirabella Financial Services LLP | 2,044 | $201.3K | 0.02% | +2,044 | New |
| Contravisory Investment Management, Inc. | 1,823 | $179.6K | 0.05% | +231+14.5% | Added |
| Ninepoint Partners LP | 1,811 | $178.0K | 0.02% | −367−16.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,472 | $145.0K | 0.01% | +1,472 | New |
| Core Wealth Partners LLC | 12,282 | $136.6K | 0.17% | +12,282 | New |
| Loomis Sayles & Co L P | 1,381 | $136.0K | 0.00% | +1,369+11,408.3% | Added |
| Laffer Tengler Investments | 1,209 | $119.1K | 0.03% | +697+136.1% | Added |
| Ossiam | 1,080 | $106.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,036 | $102.0K | 0.00% | +160+18.3% | Added |
| Signaturefd, LLC | 1,018 | $100.3K | 0.00% | −114−10.1% | Reduced |
| Salem Investment Counselors Inc | 1,000 | $98.5K | 0.00% | −25−2.4% | Reduced |
| Bellevue Asset Management, LLC | 993 | $97.2K | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 935 | $92.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 900 | $88.7K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 896 | $88.3K | 0.02% | −313−25.9% | Reduced |
| Spire Wealth Management | 828 | $82.0K | 0.00% | +728+728.0% | Added |
| High Net Worth Advisory Group LLC | 821 | $80.8K | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 800 | $78.8K | 0.00% | +800 | New |
| Huntington National Bank | 736 | $72.5K | 0.00% | +282+62.1% | Added |
| Belpointe Asset Management LLC | 702 | $69.1K | 0.00% | +702 | New |
| Advisors Asset Management, Inc. | 647 | $63.7K | 0.00% | +406+168.5% | Added |
| Armstrong Advisory Group, Inc | 608 | $59.9K | 0.01% | +608 | New |
| Covestor Ltd | 563 | $56.0K | 0.05% | +61+12.2% | Added |
| Beacon Capital Management, LLC | 547 | $53.9K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 542 | $53.1K | 0.02% | +542 | New |
| Quadrant Capital Group LLC | 535 | $52.7K | 0.01% | −664−55.4% | Reduced |
| Umb Bank N A | 529 | $52.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 508 | $50.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 499 | $49.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 494 | $48.7K | 0.04% | −1,385−73.7% | Reduced |
| Archer Investment Corp | 425 | $41.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 282 | $41.0K | 0.00% | −430−60.4% | Reduced |
| Lindbrook Capital, LLC | 372 | $36.6K | 0.00% | −9−2.4% | Reduced |
| Proequities, Inc. | 367 | $36.1K | 0.00% | −69−15.8% | Reduced |
| First Horizon Advisors, Inc. | 357 | $35.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 347 | $34.2K | 0.04% | +347 | New |
| Raleigh Capital Management Inc. | 333 | $32.8K | 0.02% | +199+148.5% | Added |
| St Germain D J Co Inc | 280 | $27.6K | 0.01% | +280 | New |
| Capital Analysts, LLC | 261 | $26.0K | 0.00% | +2+0.8% | Added |
| Bank of New Hampshire | 255 | $25.0K | 0.01% | −45−15.0% | Reduced |
| Parallel Advisors, LLC | 236 | $23.3K | 0.00% | −80−25.3% | Reduced |
| Brown Brothers Harriman & Co | 225 | $22.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 153 | $15.1K | 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 |
| Rockefeller Capital Management L.P. | 124 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $11.0K | 0.00% | −73−39.5% | Reduced |
| Credit Agricole S A | 95 | $9.36K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 80 | $8.28K | 0.00% | −23−22.3% | Reduced |
| Massmutual Trust Co FSB | 73 | $7.00K | 0.00% | −32−30.5% | Reduced |
| Global Retirement Partners, LLC | 64 | $6.30K | 0.00% | +50+357.1% | Added |
| Plante Moran Financial Advisors, LLC | 57 | $5.62K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 52 | $5.00K | 0.00% | +52 | New |
| HHM Wealth Advisors, LLC | 44 | $4.33K | 0.00% | +7+18.9% | Added |