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, Q2 2023
Institutional positions in Life Storage, Inc. as of Jun 30, 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
LSI is no longer listed, so this page shows Q2 2023. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 434
- −14 vs. Q1 2023
- Shares held
- 78.9M
- −1.94M (−2.4%) vs. Q1 2023
- Total value
- $10.5B
- −$104.7M (−1.0%) vs. Q1 2023
- New holders
- 57
- 118 more added
- Sold out
- 71
- 183 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Life Storage, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 133 | $133 | 0.00% | +2+1.5% | Added |
| Private Trust Co NA | 3 | $399 | 0.00% | −128−97.7% | Reduced |
| USA Financial Portformulas Corp | 3 | $399 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $399 | 0.00% | +2+200.0% | Added |
| VisionPoint Advisory Group, LLC | 5 | $665 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 7 | $931 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7 | $931 | 0.00% | +7 | New |
| TD Waterhouse Canada Inc. | 7 | $940 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $1.06K | 0.00% | −273−97.2% | Reduced |
| Leonteq Securities AG | 9 | $1.20K | 0.00% | −17−65.4% | Reduced |
| Castleview Partners, LLC | 11 | $1.46K | 0.00% | +4+57.1% | Added |
| Baystate Wealth Management LLC | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 13 | $1.74K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 13 | $2.00K | 0.00% | −586−97.8% | Reduced |
| 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 | $2.39K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.39K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $2.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $3.06K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $3.32K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $3.47K | 0.00% | −4−13.3% | Reduced |
| Earnest Partners LLC | 27 | $3.59K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $3.59K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 28 | $3.72K | 0.00% | −1−3.4% | Reduced |
| Key Financial Inc | 33 | $4.39K | 0.00% | +33 | New |
| Glassman Wealth Services | 35 | $4.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $5.05K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 57 | $7.58K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 58 | $7.71K | 0.00% | +6+11.5% | Added |
| JJJ Advisors Inc. | 70 | $9.31K | 0.00% | −10−12.5% | Reduced |
| Creative Financial Designs Inc | 75 | $9.97K | 0.00% | +30+66.7% | Added |
| Whittier Trust Co | 91 | $12.1K | 0.00% | +63+225.0% | Added |
| Global Retirement Partners, LLC | 96 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 123 | $16.3K | 0.00% | +1+0.8% | Added |
| Smithfield Trust Co | 130 | $17.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $17.7K | 0.00% | +4+3.1% | Added |
| Clearstead Advisors, LLC | 153 | $20.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 162 | $22.0K | 0.00% | +162 | New |
| V-Square Quantitative Management LLC | 187 | $24.9K | 0.02% | +187 | New |
| Brown Brothers Harriman & Co | 225 | $29.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 226 | $30.0K | 0.00% | +2+0.9% | Added |
| Bank of New Hampshire | 255 | $33.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 260 | $34.6K | 0.00% | +2+0.8% | Added |
| Proequities, Inc. | 292 | $38.8K | 0.00% | −78−21.1% | Reduced |
| Huntington National Bank | 293 | $39.0K | 0.00% | −325−52.6% | Reduced |
| Lindbrook Capital, LLC | 388 | $51.6K | 0.01% | −4−1.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 508 | $67.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 529 | $70.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 547 | $72.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 582 | $77.0K | 0.06% | −79−12.0% | Reduced |
| Armstrong Advisory Group, Inc | 608 | $80.8K | 0.01% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 609 | $81.0K | 0.01% | +609 | New |
| Harvest Fund Management Co., Ltd | 761 | $101.0K | 0.02% | −78−9.3% | Reduced |
| Signaturefd, LLC | 944 | $125.5K | 0.00% | −5−0.5% | Reduced |
| Salem Investment Counselors Inc | 975 | $129.6K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 993 | $132.0K | 0.08% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,005 | $133.6K | 0.04% | −203−16.8% | Reduced |
| First Manhattan Co | 1,025 | $136.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,054 | $140.1K | 0.01% | +35+3.4% | Added |
| CWM, LLC | 1,077 | $143.0K | 0.00% | −116−9.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,362 | $181.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,491 | $198.0K | 0.00% | +1,439+2,767.3% | Added |
| Engineers Gate Manager LP | 1,550 | $206.1K | 0.01% | −2,215−58.8% | Reduced |
| First Citizens Bank & Trust Co | 1,608 | $213.8K | 0.00% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 1,627 | $216.3K | 0.04% | −75−4.4% | Reduced |
| Inspire Advisors, LLC | 1,638 | $217.7K | 0.04% | +70+4.5% | Added |
| Bartlett & Co. LLC | 1,650 | $219.0K | 0.00% | +1,650 | New |
| Bartlett & Co. Wealth Management LLC | 1,650 | $219.4K | 0.00% | +1,650 | New |
| Zacks Investment Management | 1,660 | $220.8K | 0.00% | −129,403−98.7% | Reduced |
| Mercer Global Advisors Inc | 1,658 | $221.0K | 0.00% | +1,658 | New |
| Gilman Hill Asset Management, LLC | 1,685 | $224.0K | 0.04% | −550−24.6% | Reduced |
| True Link Financial Advisors, LLC | 1,700 | $226.0K | 0.03% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,750 | $232.7K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,765 | $234.7K | 0.14% | −1,187−40.2% | Reduced |
| CI Private Wealth, LLC | 1,771 | $235.5K | 0.00% | +181+11.4% | Added |
| Sheets Smith Wealth Management | 1,800 | $239.3K | 0.03% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,800 | $239.3K | 0.20% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,811 | $240.8K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,837 | $244.2K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,839 | $244.6K | 0.01% | −24−1.3% | Reduced |
| NewEdge Wealth, LLC | 1,839 | $244.6K | 0.01% | −24−1.3% | Reduced |
| Arkadios Wealth Advisors | 1,889 | $251.2K | 0.03% | −288−13.2% | Reduced |
| Glenview Trust Co | 1,900 | $252.6K | 0.01% | −57−2.9% | Reduced |
| Private Advisor Group, LLC | 1,906 | $253.5K | 0.00% | −21,732−91.9% | Reduced |
| Flputnam Investment Management Co | 1,910 | $254.0K | 0.01% | −76,052−97.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,950 | $259.3K | 0.07% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,064 | $260.6K | 0.00% | +2,064 | New |
| Cetera Investment Advisers | 2,004 | $266.5K | 0.00% | −2,299−53.4% | Reduced |
| Colony Group LLC | 2,013 | $268.0K | 0.00% | +14+0.7% | Added |
| Coldstream Capital Management Inc | 2,016 | $268.0K | 0.01% | +133+7.1% | Added |
| Vanderbilt University | 2,020 | $268.6K | 0.07% | +342+20.4% | Added |
| Curtis Advisory Group, LLC | 2,080 | $276.6K | 0.09% | −393−15.9% | Reduced |
| Kestra Private Wealth Services, LLC | 2,114 | $281.1K | 0.01% | +4+0.2% | Added |
| MML Investors Services, LLC | 2,184 | $290.0K | 0.00% | −1,321−37.7% | Reduced |
| Fiduciary Group LLC | 2,250 | $299.2K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,251 | $299.3K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,255 | $299.8K | 0.00% | −38−1.7% | Reduced |