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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 3,974 | $520.9K | 0.01% | −93−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,965 | $520.0K | 0.02% | −5,283−57.1% | Reduced |
| Engineers Gate Manager LP | 3,765 | $493.6K | 0.02% | −12,816−77.3% | Reduced |
| Capital Square, LLC | 3,392 | $487.6K | 0.45% | +721+27.0% | Added |
| Delta Capital Management LLC | 3,660 | $480.0K | 0.34% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,605 | $472.6K | 0.00% | −268−6.9% | 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 |
| MML Investors Services, LLC | 3,505 | $459.0K | 0.00% | −1,794−33.9% | Reduced |
| Sagefield Capital LP | 3,500 | $458.8K | 0.11% | +3,500 | New |
| First Republic Investment Management, Inc. | 3,471 | $455.0K | 0.00% | −610−14.9% | Reduced |
| Spire Wealth Management | 3,465 | $454.3K | 0.02% | +2,637+318.5% | Added |
| Shell Asset Management Co | 3,423 | $449.0K | 0.02% | −12−0.3% | Reduced |
| Group One Trading, L.P. | 3,391 | $444.5K | 0.02% | +3,391 | New |
| Level Four Advisory Services, LLC | 3,304 | $433.1K | 0.03% | +950+40.4% | Added |
| Harvest Portfolios Group Inc. | 3,250 | $426.0K | 0.02% | +88+2.8% | Added |
| Hudson Valley Investment Advisors Inc | 3,202 | $419.8K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,127 | $409.9K | 0.24% | −75−2.3% | Reduced |
| CWA Asset Management Group, LLC | 3,090 | $405.1K | 0.03% | 00.0% | Unchanged |
| American Assets Capital Advisers, LLC | 3,070 | $402.4K | 0.09% | −143,367−97.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,062 | $401.0K | 0.15% | +36+1.2% | Added |
| Creative Planning | 3,043 | $398.9K | 0.00% | +624+25.8% | Added |
| Cetera Advisors LLC | 3,036 | $398.0K | 0.01% | +38+1.3% | Added |
| McCollum Christoferson Group LLC | 3,000 | $393.3K | 0.12% | 00.0% | Unchanged |
| Versor Investments LP | 2,982 | $390.9K | 0.05% | −14,475−82.9% | Reduced |
| Profund Advisors LLC | 2,972 | $389.6K | 0.02% | −1,080−26.7% | Reduced |
| Virtus ETF Advisers LLC | 2,952 | $387.0K | 0.21% | +2,952 | New |
| HighTower Trust Services, LTA | 3,225 | $380.5K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,853 | $374.0K | 0.00% | −104,163−97.3% | Reduced |
| Dark Forest Capital Management LP | 2,852 | $373.9K | 0.09% | +1,956+218.3% | Added |
| Canandaigua National Bank & Trust Co | 2,823 | $370.0K | 0.06% | +2,823 | New |
| Worth Venture Partners, LLC | 2,625 | $344.1K | 0.17% | +2,625 | New |
| Metropolitan Life Insurance Co | 2,621 | $343.6K | 0.02% | −11−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,600 | $340.8K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 2,500 | $327.7K | 0.04% | +2,500 | New |
| Leavell Investment Management, Inc. | 2,495 | $327.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,491 | $326.5K | 0.00% | +99+4.1% | Added |
| Eqis Capital Management, Inc. | 2,487 | $326.0K | 0.04% | +2,487 | New |
| Parsons Capital Management Inc | 2,475 | $324.4K | 0.03% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 2,473 | $324.2K | 0.12% | +129+5.5% | Added |
| Veritable, L.P. | 2,439 | $319.7K | 0.01% | +159+7.0% | Added |
| CIBC Asset Management Inc | 2,420 | $317.2K | 0.00% | +212+9.6% | Added |
| Windham Capital Management, LLC | 2,400 | $314.6K | 0.13% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,363 | $309.8K | 0.00% | −544−18.7% | Reduced |
| Bank of Nova Scotia | 2,293 | $300.6K | 0.00% | +2,293 | New |
| Geneos Wealth Management Inc. | 2,251 | $295.1K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,250 | $295.0K | 0.04% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,235 | $293.0K | 0.06% | −215−8.8% | Reduced |
| Advisor Partners II, LLC | 2,202 | $288.7K | 0.02% | +153+7.5% | Added |
| Dakota Wealth Management | 2,185 | $286.4K | 0.02% | +43+2.0% | Added |
| Arkadios Wealth Advisors | 2,177 | $285.4K | 0.03% | +7+0.3% | Added |
| Change Path, LLC | 2,150 | $282.0K | 0.01% | +2,150 | New |
| Kestra Private Wealth Services, LLC | 2,110 | $276.5K | 0.01% | −71−3.3% | Reduced |
| Colony Group LLC | 1,999 | $262.0K | 0.00% | +1,999 | New |
| Intech Investment Management LLC | 1,977 | $259.2K | 0.00% | +1,977 | New |
| Glenview Trust Co | 1,957 | $256.5K | 0.01% | +1,957 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,950 | $255.6K | 0.07% | +1,950 | New |
| ExodusPoint Capital Management, LP | 1,890 | $248.0K | 0.00% | −24,085−92.7% | Reduced |
| Coldstream Capital Management Inc | 1,883 | $246.8K | 0.01% | +1,883 | New |
| Stratos Wealth Partners, LTD. | 1,863 | $244.3K | 0.01% | −240−11.4% | Reduced |
| 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 |
| WealthPLAN Partners, LLC | 1,837 | $240.8K | 0.03% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,811 | $237.4K | 0.03% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,798 | $236.0K | 0.09% | +1,798 | New |
| 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 |
| DuPont Capital Management Corp | 1,782 | $233.6K | 0.01% | −10,275−85.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,750 | $229.4K | 0.01% | +1,750 | New |
| Gateway Wealth Partners, LLC | 1,702 | $223.1K | 0.03% | +1,702 | New |
| True Link Financial Advisors, LLC | 1,700 | $222.9K | 0.03% | +1,700 | New |
| Vanderbilt University | 1,678 | $220.0K | 0.05% | −777−31.6% | Reduced |
| Financial Network Wealth Management LLC | 1,635 | $214.3K | 0.11% | +1,635 | New |
| First Citizens Bank & Trust Co | 1,608 | $210.8K | 0.00% | +1,608 | New |
| CI Private Wealth, LLC | 1,590 | $208.4K | 0.00% | +1,590 | New |
| Inspire Advisors, LLC | 1,568 | $205.6K | 0.05% | +1,568 | New |
| Ossiam | 1,533 | $201.0K | 0.00% | +453+41.9% | Added |
| Golden State Equity Partners | 1,529 | $200.4K | 0.11% | +1,529 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,362 | $179.0K | 0.00% | −1,922−58.5% | Reduced |
| Laffer Tengler Investments | 1,208 | $158.4K | 0.04% | −1−0.1% | Reduced |
| CWM, LLC | 1,193 | $156.0K | 0.00% | +157+15.2% | Added |
| Advisors Asset Management, Inc. | 1,081 | $141.7K | 0.00% | +434+67.1% | Added |
| First Manhattan Co | 1,025 | $134.4K | 0.00% | +125+13.9% | Added |
| Quadrant Capital Group LLC | 1,019 | $133.6K | 0.01% | +484+90.5% | Added |
| Bellevue Asset Management, LLC | 993 | $130.2K | 0.09% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 975 | $127.8K | 0.01% | −25−2.5% | Reduced |
| Signaturefd, LLC | 949 | $124.4K | 0.00% | −69−6.8% | Reduced |
| Belpointe Asset Management LLC | 848 | $111.1K | 0.01% | +146+20.8% | Added |
| Harvest Fund Management Co., Ltd | 839 | $110.0K | 0.02% | −96−10.3% | Reduced |
| Covestor Ltd | 661 | $87.0K | 0.08% | +98+17.4% | Added |
| Huntington National Bank | 618 | $81.0K | 0.00% | −118−16.0% | Reduced |
| Armstrong Advisory Group, Inc | 608 | $79.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 599 | $79.0K | 0.00% | −782−56.6% | Reduced |
| Beacon Capital Management, LLC | 547 | $71.7K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 529 | $69.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 508 | $66.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 392 | $51.4K | 0.01% | +20+5.4% | Added |
| Proequities, Inc. | 370 | $48.5K | 0.00% | +3+0.8% | Added |
| Raleigh Capital Management Inc. | 360 | $47.2K | 0.02% | +27+8.1% | Added |
| National Bank of Canada | 308 | $40.4K | 0.00% | −24,541−98.8% | Reduced |