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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 38 | $3.74K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $3.45K | 0.00% | −16−31.4% | Reduced |
| 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 |
| Harbour Investments, Inc. | 30 | $2.96K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 28 | $2.76K | 0.00% | −201−87.8% | Reduced |
| Earnest Partners LLC | 27 | $2.66K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $2.66K | 0.00% | +27 | New |
| Oliver Lagore Vanvalin Investment Group | 26 | $2.56K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $2.46K | 0.00% | +25 | New |
| Parkside Financial Bank & Trust | 23 | $2.27K | 0.00% | −23−50.0% | Reduced |
| Ellevest, Inc. | 22 | $2.17K | 0.00% | −90−80.4% | Reduced |
| Ronald Blue Trust, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| EverSource Wealth Advisors, LLC | 19 | $1.87K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 14 | $1.38K | 0.00% | −4−22.2% | Reduced |
| 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 |
| McElhenny Sheffield Capital Management, LLC | 10 | $985 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 9 | $887 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 7 | $690 | 0.00% | −18−72.0% | Reduced |
| Farther Finance Advisors, LLC | 7 | $690 | 0.00% | +7 | New |
| TD Waterhouse Canada Inc. | 7 | $673 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $591 | 0.00% | −82−93.2% | Reduced |
| Sofos Investments, Inc. | 99 | $497 | 0.01% | −1,677−94.4% | Reduced |
| CVA Family Office, LLC | 5 | $493 | 0.00% | +5 | New |
| Leonteq Securities AG | 5 | $492 | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 5 | $492 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 4 | $394 | 0.00% | −8−66.7% | Reduced |
| Versant Capital Management, Inc | 4 | $394 | 0.00% | +1+33.3% | Added |
| Capital Advisors, Ltd. LLC | 162 | $0 | 0.00% | +158+3,950.0% | Added |
| Aew Capital Management L P | 0 | $0 | 0.00% | −598,213−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −254,169−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −103,948−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −75,371−100.0% | Sold out |
| Bowen Hanes & Co Inc | 0 | $0 | 0.00% | −65,800−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −41,832−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −27,184−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −10,436−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,733−100.0% | Sold out |
| Red Cedar Investment Management, LLC | 0 | $0 | 0.00% | −8,354−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −6,762−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,517−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −5,979−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −4,698−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −4,538−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,986−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,752−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,349−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,103−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −2,768−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,264−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,014−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −2,131−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −1,957−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| Wilen Investment Management Corp. | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |