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, Q1 2023
Institutional positions in Life Storage, Inc. as of Mar 31, 2023. 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
- 451
- +25 vs. Q4 2022
- Shares held
- 80.8M
- +1.92M (+2.4%) vs. Q4 2022
- Total value
- $10.6B
- +$2.82B (+36.3%) vs. Q4 2022
- New holders
- 89
- 153 more added
- Sold out
- 64
- 148 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Life Storage, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 131 | $3 | 0.00% | +32+32.3% | Added |
| Hallmark Capital Management Inc | 1 | $89 | 0.00% | −39,183−100.0% | Reduced |
| Versant Capital Management, Inc | 1 | $131 | 0.00% | −3−75.0% | Reduced |
| USA Financial Portformulas Corp | 3 | $393 | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 6 | $787 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 6 | $787 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 7 | $918 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 7 | $918 | 0.00% | +7 | New |
| TD Waterhouse Canada Inc. | 7 | $951 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $1.00K | 0.00% | +5 | New |
| Baystate Wealth Management LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 13 | $1.71K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 26 | $2.00K | 0.00% | +8+44.4% | Added |
| Hantz Financial Services, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 18 | $2.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $2.49K | 0.00% | +12+171.4% | Added |
| IFP Advisors, Inc | 27 | $2.50K | 0.00% | −255−90.4% | Reduced |
| Ellevest, Inc. | 22 | $2.88K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $3.02K | 0.00% | +4+21.1% | Added |
| CVA Family Office, LLC | 25 | $3.28K | 0.00% | +20+400.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 26 | $3.41K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 26 | $3.41K | 0.00% | +21+420.0% | Added |
| Earnest Partners LLC | 27 | $3.54K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $3.54K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 28 | $3.67K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $3.80K | 0.00% | +15+107.1% | Added |
| Harbour Investments, Inc. | 30 | $3.94K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 32 | $4.20K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $4.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $4.98K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 45 | $5.90K | 0.00% | +45 | New |
| Parkside Financial Bank & Trust | 52 | $6.82K | 0.00% | +29+126.1% | Added |
| Bessemer Group Inc | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56 | $7.34K | 0.00% | +56 | New |
| Plante Moran Financial Advisors, LLC | 57 | $7.47K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 96 | $12.5K | 0.00% | +32+50.0% | Added |
| Sunbelt Securities, Inc. | 122 | $15.6K | 0.00% | +122 | New |
| Massmutual Trust Co FSB | 129 | $16.9K | 0.00% | +56+76.7% | Added |
| Smithfield Trust Co | 130 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 131 | $17.2K | 0.00% | −3−2.2% | Reduced |
| Hexagon Capital Partners LLC | 140 | $18.4K | 0.01% | +28+25.0% | Added |
| Clearstead Advisors, LLC | 153 | $20.1K | 0.00% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 187 | $24.5K | 0.04% | +187 | New |
| Capital Analysts, LLC | 224 | $29.0K | 0.00% | −37−14.2% | Reduced |
| Brown Brothers Harriman & Co | 225 | $29.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 255 | $33.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 258 | $33.9K | 0.00% | +22+9.3% | Added |
| First Horizon Advisors, Inc. | 281 | $36.8K | 0.00% | −76−21.3% | Reduced |
| National Bank of Canada | 308 | $40.4K | 0.00% | −24,541−98.8% | Reduced |
| Raleigh Capital Management Inc. | 360 | $47.2K | 0.02% | +27+8.1% | Added |
| Proequities, Inc. | 370 | $48.5K | 0.00% | +3+0.8% | Added |
| Lindbrook Capital, LLC | 392 | $51.4K | 0.01% | +20+5.4% | Added |
| Whittier Trust Co of Nevada Inc | 508 | $66.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 529 | $69.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 547 | $71.7K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 599 | $79.0K | 0.00% | −782−56.6% | Reduced |
| Armstrong Advisory Group, Inc | 608 | $79.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 618 | $81.0K | 0.00% | −118−16.0% | Reduced |
| Covestor Ltd | 661 | $87.0K | 0.08% | +98+17.4% | Added |
| Harvest Fund Management Co., Ltd | 839 | $110.0K | 0.02% | −96−10.3% | Reduced |
| Belpointe Asset Management LLC | 848 | $111.1K | 0.01% | +146+20.8% | Added |
| Signaturefd, LLC | 949 | $124.4K | 0.00% | −69−6.8% | Reduced |
| Salem Investment Counselors Inc | 975 | $127.8K | 0.01% | −25−2.5% | Reduced |
| Bellevue Asset Management, LLC | 993 | $130.2K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,019 | $133.6K | 0.01% | +484+90.5% | Added |
| First Manhattan Co | 1,025 | $134.4K | 0.00% | +125+13.9% | Added |
| Advisors Asset Management, Inc. | 1,081 | $141.7K | 0.00% | +434+67.1% | Added |
| CWM, LLC | 1,193 | $156.0K | 0.00% | +157+15.2% | Added |
| Laffer Tengler Investments | 1,208 | $158.4K | 0.04% | −1−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,362 | $179.0K | 0.00% | −1,922−58.5% | Reduced |
| Golden State Equity Partners | 1,529 | $200.4K | 0.11% | +1,529 | New |
| Ossiam | 1,533 | $201.0K | 0.00% | +453+41.9% | Added |
| Inspire Advisors, LLC | 1,568 | $205.6K | 0.05% | +1,568 | New |
| CI Private Wealth, LLC | 1,590 | $208.4K | 0.00% | +1,590 | New |
| First Citizens Bank & Trust Co | 1,608 | $210.8K | 0.00% | +1,608 | New |
| Financial Network Wealth Management LLC | 1,635 | $214.3K | 0.11% | +1,635 | New |
| Vanderbilt University | 1,678 | $220.0K | 0.05% | −777−31.6% | Reduced |
| True Link Financial Advisors, LLC | 1,700 | $222.9K | 0.03% | +1,700 | New |
| Gateway Wealth Partners, LLC | 1,702 | $223.1K | 0.03% | +1,702 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,750 | $229.4K | 0.01% | +1,750 | New |
| DuPont Capital Management Corp | 1,782 | $233.6K | 0.01% | −10,275−85.2% | Reduced |
| Sheets Smith Wealth Management | 1,800 | $236.0K | 0.04% | +1,800 | New |
| Charter Research & Investment Group, Inc. | 1,800 | $236.0K | 0.21% | +1,800 | New |
| Prudent Man Advisors, LLC | 1,798 | $236.0K | 0.09% | +1,798 | New |
| Ninepoint Partners LP | 1,811 | $237.4K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,837 | $240.8K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,863 | $244.3K | 0.01% | +1,863 | New |
| NewEdge Wealth, LLC | 1,863 | $244.3K | 0.01% | +1,863 | New |
| Stratos Wealth Partners, LTD. | 1,863 | $244.3K | 0.01% | −240−11.4% | Reduced |
| Coldstream Capital Management Inc | 1,883 | $246.8K | 0.01% | +1,883 | New |
| ExodusPoint Capital Management, LP | 1,890 | $248.0K | 0.00% | −24,085−92.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,950 | $255.6K | 0.07% | +1,950 | New |
| Glenview Trust Co | 1,957 | $256.5K | 0.01% | +1,957 | New |
| Intech Investment Management LLC | 1,977 | $259.2K | 0.00% | +1,977 | New |
| Colony Group LLC | 1,999 | $262.0K | 0.00% | +1,999 | New |
| Kestra Private Wealth Services, LLC | 2,110 | $276.5K | 0.01% | −71−3.3% | Reduced |
| Change Path, LLC | 2,150 | $282.0K | 0.01% | +2,150 | New |