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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 281 | $36.8K | 0.00% | −76−21.3% | Reduced |
| Parallel Advisors, LLC | 258 | $33.9K | 0.00% | +22+9.3% | Added |
| Bank of New Hampshire | 255 | $33.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 225 | $29.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 224 | $29.0K | 0.00% | −37−14.2% | Reduced |
| Graham Capital Wealth Management, LLC | 187 | $24.5K | 0.04% | +187 | New |
| Clearstead Advisors, LLC | 153 | $20.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 140 | $18.4K | 0.01% | +28+25.0% | Added |
| Private Trust Co NA | 131 | $17.2K | 0.00% | −3−2.2% | Reduced |
| Smithfield Trust Co | 130 | $17.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 129 | $16.9K | 0.00% | +56+76.7% | Added |
| Sunbelt Securities, Inc. | 122 | $15.6K | 0.00% | +122 | New |
| Global Retirement Partners, LLC | 96 | $12.5K | 0.00% | +32+50.0% | Added |
| JJJ Advisors Inc. | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 57 | $7.47K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56 | $7.34K | 0.00% | +56 | New |
| Bessemer Group Inc | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 52 | $6.82K | 0.00% | +29+126.1% | Added |
| Creative Financial Designs Inc | 45 | $5.90K | 0.00% | +45 | New |
| Farmers & Merchants Investments Inc | 38 | $4.98K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $4.59K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 32 | $4.20K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $3.94K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $3.80K | 0.00% | +15+107.1% | Added |
| Whittier Trust Co | 28 | $3.67K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $3.54K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $3.54K | 0.00% | 00.0% | Unchanged |
| 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 |
| CVA Family Office, LLC | 25 | $3.28K | 0.00% | +20+400.0% | Added |
| EverSource Wealth Advisors, LLC | 23 | $3.02K | 0.00% | +4+21.1% | Added |
| Ellevest, Inc. | 22 | $2.88K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $2.50K | 0.00% | −255−90.4% | Reduced |
| Bell Investment Advisors, Inc | 19 | $2.49K | 0.00% | +12+171.4% | Added |
| 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 |
| 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 |
| Level Financial Advisors, Inc. | 13 | $1.71K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $1.00K | 0.00% | +5 | New |
| TD Waterhouse Canada Inc. | 7 | $951 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7 | $918 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 7 | $918 | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 6 | $787 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 6 | $787 | 0.00% | +6 | New |
| USA Financial Portformulas Corp | 3 | $393 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 1 | $131 | 0.00% | −3−75.0% | Reduced |
| Hallmark Capital Management Inc | 1 | $89 | 0.00% | −39,183−100.0% | Reduced |
| Sofos Investments, Inc. | 131 | $3 | 0.00% | +32+32.3% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −390,261−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −241,123−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −211,784−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −158,090−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −137,000−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −133,825−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −115,710−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −55,425−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −53,877−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −47,275−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −40,421−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −35,434−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −31,102−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −25,063−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −23,207−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,764−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −21,803−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −19,922−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,252−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,412−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −14,647−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −11,715−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,437−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,130−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −7,614−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,415−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,091−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −6,990−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,796−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −6,223−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,133−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,547−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,938−100.0% | Sold out |
| American Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,773−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −2,661−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,724−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −2,629−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,092−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,044−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −1,823−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,472−100.0% | Sold out |
| Core Wealth Partners LLC | 0 | $0 | 0.00% | −12,282−100.0% | Sold out |