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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 2,177 | $285.4K | 0.03% | +7+0.3% | Added |
| Dakota Wealth Management | 2,185 | $286.4K | 0.02% | +43+2.0% | Added |
| Advisor Partners II, LLC | 2,202 | $288.7K | 0.02% | +153+7.5% | Added |
| Gilman Hill Asset Management, LLC | 2,235 | $293.0K | 0.06% | −215−8.8% | Reduced |
| Fiduciary Group LLC | 2,250 | $295.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,251 | $295.1K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,293 | $300.6K | 0.00% | +2,293 | New |
| GWM Advisors LLC | 2,363 | $309.8K | 0.00% | −544−18.7% | Reduced |
| Windham Capital Management, LLC | 2,400 | $314.6K | 0.13% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,420 | $317.2K | 0.00% | +212+9.6% | Added |
| Veritable, L.P. | 2,439 | $319.7K | 0.01% | +159+7.0% | Added |
| Curtis Advisory Group, LLC | 2,473 | $324.2K | 0.12% | +129+5.5% | Added |
| Parsons Capital Management Inc | 2,475 | $324.4K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,487 | $326.0K | 0.04% | +2,487 | New |
| Fifth Third Bancorp | 2,491 | $326.5K | 0.00% | +99+4.1% | Added |
| Leavell Investment Management, Inc. | 2,495 | $327.0K | 0.02% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 2,500 | $327.7K | 0.04% | +2,500 | New |
| Clifford Swan Investment Counsel LLC | 2,600 | $340.8K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,621 | $343.6K | 0.02% | −11−0.4% | Reduced |
| Worth Venture Partners, LLC | 2,625 | $344.1K | 0.17% | +2,625 | New |
| Canandaigua National Bank & Trust Co | 2,823 | $370.0K | 0.06% | +2,823 | New |
| Dark Forest Capital Management LP | 2,852 | $373.9K | 0.09% | +1,956+218.3% | Added |
| Cubist Systematic Strategies, LLC | 2,853 | $374.0K | 0.00% | −104,163−97.3% | Reduced |
| HighTower Trust Services, LTA | 3,225 | $380.5K | 0.04% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,952 | $387.0K | 0.21% | +2,952 | New |
| Profund Advisors LLC | 2,972 | $389.6K | 0.02% | −1,080−26.7% | Reduced |
| Versor Investments LP | 2,982 | $390.9K | 0.05% | −14,475−82.9% | Reduced |
| McCollum Christoferson Group LLC | 3,000 | $393.3K | 0.12% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,036 | $398.0K | 0.01% | +38+1.3% | Added |
| Creative Planning | 3,043 | $398.9K | 0.00% | +624+25.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,062 | $401.0K | 0.15% | +36+1.2% | Added |
| American Assets Capital Advisers, LLC | 3,070 | $402.4K | 0.09% | −143,367−97.9% | Reduced |
| CWA Asset Management Group, LLC | 3,090 | $405.1K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,127 | $409.9K | 0.24% | −75−2.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,202 | $419.8K | 0.06% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 3,250 | $426.0K | 0.02% | +88+2.8% | Added |
| Level Four Advisory Services, LLC | 3,304 | $433.1K | 0.03% | +950+40.4% | Added |
| Group One Trading, L.P. | 3,391 | $444.5K | 0.02% | +3,391 | New |
| Shell Asset Management Co | 3,423 | $449.0K | 0.02% | −12−0.3% | Reduced |
| Spire Wealth Management | 3,465 | $454.3K | 0.02% | +2,637+318.5% | Added |
| First Republic Investment Management, Inc. | 3,471 | $455.0K | 0.00% | −610−14.9% | Reduced |
| Sagefield Capital LP | 3,500 | $458.8K | 0.11% | +3,500 | New |
| MML Investors Services, LLC | 3,505 | $459.0K | 0.00% | −1,794−33.9% | Reduced |
| Brinker Capital Investments, LLC | 3,536 | $463.5K | 0.01% | −60−1.7% | Reduced |
| Orion Portfolio Solutions, LLC | 3,536 | $463.5K | 0.01% | +3,536 | New |
| Raymond James Financial Services Advisors, Inc. | 3,605 | $472.6K | 0.00% | −268−6.9% | Reduced |
| Delta Capital Management LLC | 3,660 | $480.0K | 0.34% | 00.0% | Unchanged |
| Capital Square, LLC | 3,392 | $487.6K | 0.45% | +721+27.0% | Added |
| Engineers Gate Manager LP | 3,765 | $493.6K | 0.02% | −12,816−77.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,965 | $520.0K | 0.02% | −5,283−57.1% | Reduced |
| Avantax Advisory Services, Inc. | 3,974 | $520.9K | 0.01% | −93−2.3% | Reduced |
| Cascade Investment Group, Inc. | 4,033 | $528.7K | 0.52% | −147−3.5% | Reduced |
| Norinchukin Bank, The | 4,048 | $530.7K | 0.01% | +790+24.2% | Added |
| McKinley Carter Wealth Services, Inc. | 4,082 | $535.1K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,114 | $539.0K | 0.00% | −76−1.8% | Reduced |
| XTX Topco Ltd | 4,128 | $541.1K | 0.11% | +1,877+83.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,143 | $543.2K | 0.00% | +686+19.8% | Added |
| DoubleLine ETF Adviser LP | 4,254 | $557.7K | 0.24% | +484+12.8% | Added |
| Vident Investment Advisory, LLC | 4,257 | $558.1K | 0.02% | +759+21.7% | Added |
| Shelton Capital Management | 4,269 | $559.6K | 0.02% | −97−2.2% | Reduced |
| Lazard Asset Management LLC | 4,288 | $562.0K | 0.00% | −43,487−91.0% | Reduced |
| Cetera Investment Advisers | 4,303 | $564.1K | 0.00% | −110−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,307 | $565.0K | 0.00% | +125+3.0% | Added |
| Bridgeworth, LLC | 4,330 | $567.6K | 0.07% | +49+1.1% | Added |
| Naples Global Advisors, LLC | 4,386 | $575.0K | 0.07% | +180+4.3% | Added |
| Winmill & Co. Inc | 4,500 | $589.9K | 0.22% | 00.0% | Unchanged |
| Atom Investors LP | 4,605 | $603.7K | 0.33% | +4,605 | New |
| J. W. Coons Advisors, LLC | 4,637 | $607.9K | 0.17% | −185−3.8% | Reduced |
| Alpine Global Management, LLC | 4,914 | $644.2K | 0.25% | +4,914 | New |
| Commerce Bank | 4,933 | $646.7K | 0.01% | −10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,017 | $657.7K | 0.00% | −1,023−16.9% | Reduced |
| ProShare Advisors LLC | 5,057 | $662.9K | 0.00% | −11,004−68.5% | Reduced |
| Kula Investments, LLC | 5,111 | $670.0K | 0.17% | −8,031−61.1% | Reduced |
| Values First Advisors, Inc. | 5,226 | $685.0K | 0.44% | +213+4.2% | Added |
| Hunting Hill Global Capital, LLC | 5,289 | $693.3K | 0.80% | +5,289 | New |
| Mariner, LLC | 5,308 | $695.0K | 0.00% | +148+2.9% | Added |
| Atria Wealth Solutions, Inc. | 5,415 | $709.8K | 0.01% | +1,285+31.1% | Added |
| Lockheed Martin Investment Management Co | 5,482 | $718.6K | 0.04% | 00.0% | Unchanged |
| HGK Asset Management Inc | 5,541 | $726.0K | 0.23% | −15−0.3% | Reduced |
| JustInvest LLC | 5,630 | $738.1K | 0.03% | +1,920+51.8% | Added |
| Assetmark, Inc | 5,718 | $749.6K | 0.00% | −2,132−27.2% | Reduced |
| Bryant Woods Investment Advisors, LLC | 5,944 | $779.1K | 0.60% | +44+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 5,967 | $782.2K | 0.01% | +237+4.1% | Added |
| Hoylecohen, LLC | 6,041 | $791.9K | 0.07% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 6,311 | $827.3K | 0.01% | +315+5.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,569 | $861.0K | 0.05% | +2,010+44.1% | Added |
| Janney Montgomery Scott LLC | 6,630 | $869.0K | 0.00% | +16+0.2% | Added |
| Maryland State Retirement & Pension System | 6,652 | $872.0K | 0.02% | +403+6.4% | Added |
| Campbell & CO Investment Adviser LLC | 6,947 | $910.7K | 0.17% | +597+9.4% | Added |
| AE Wealth Management LLC | 6,991 | $916.4K | 0.01% | −101−1.4% | Reduced |
| Clear Street Markets LLC | 7,300 | $957.0K | 0.27% | +7,300 | New |
| Erste Asset Management GmbH | 7,600 | $966.3K | 0.02% | +2,400+46.2% | Added |
| Securian Asset Management, Inc | 7,711 | $1.01M | 0.03% | −100−1.3% | Reduced |
| Wolverine Trading, LLC | 7,920 | $1.02M | 0.03% | +7,920 | New |
| Crossmark Global Holdings, Inc. | 7,789 | $1.02M | 0.02% | +312+4.2% | Added |
| Centiva Capital, LP | 7,850 | $1.03M | 0.06% | +7,850 | New |
| Vestcor Inc | 8,252 | $1.08M | 0.04% | −5,958−41.9% | Reduced |
| Pensionfund Sabic | 9,000 | $1.18M | 0.41% | −1,900−17.4% | Reduced |
| Toronto Dominion Bank | 9,185 | $1.20M | 0.00% | +127+1.4% | Added |
| Nissay Asset Management Corp | 9,357 | $1.23M | 0.01% | +478+5.4% | Added |