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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 2,282 | $303.4K | 0.00% | −209−8.4% | Reduced |
| GWM Advisors LLC | 2,361 | $313.9K | 0.00% | −2−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 2,366 | $314.6K | 0.01% | +503+27.0% | Added |
| HGK Asset Management Inc | 2,401 | $319.0K | 0.10% | −3,140−56.7% | Reduced |
| Windham Capital Management, LLC | 2,400 | $319.1K | 0.12% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,412 | $320.7K | 0.02% | −892−27.0% | Reduced |
| CIBC Asset Management Inc | 2,420 | $321.8K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,432 | $323.4K | 0.02% | +230+10.4% | Added |
| Parsons Capital Management Inc | 2,475 | $329.1K | 0.03% | 00.0% | Unchanged |
| Veritable, L.P. | 2,490 | $331.1K | 0.01% | +51+2.1% | Added |
| Leavell Investment Management, Inc. | 2,495 | $332.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,600 | $345.7K | 0.02% | −21−0.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,600 | $345.7K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,612 | $347.3K | 0.04% | +2,612 | New |
| Profund Advisors LLC | 2,629 | $349.6K | 0.02% | −343−11.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,640 | $351.0K | 0.01% | +2,640 | New |
| Canandaigua National Bank & Trust Co | 2,766 | $367.8K | 0.06% | −57−2.0% | Reduced |
| Gamco Investors, Inc. Et Al | 2,928 | $389.3K | 0.00% | +2,928 | New |
| McCollum Christoferson Group LLC | 3,000 | $398.9K | 0.11% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 3,000 | $399.0K | 0.03% | +3,000 | New |
| Creative Planning | 3,013 | $400.6K | 0.00% | −30−1.0% | Reduced |
| Sterling Investment Counsel, LLC | 3,087 | $410.4K | 0.22% | −40−1.3% | Reduced |
| CWA Asset Management Group, LLC | 3,090 | $410.8K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,110 | $413.5K | 0.01% | +74+2.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,169 | $421.4K | 0.00% | −436−12.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,202 | $425.7K | 0.06% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 3,251 | $432.3K | 0.02% | +10.0% | Added |
| Capital Square, LLC | 3,254 | $432.7K | 0.40% | −138−4.1% | Reduced |
| First Republic Investment Management, Inc. | 3,273 | $435.2K | 0.00% | −198−5.7% | Reduced |
| XTX Topco Ltd | 3,291 | $437.6K | 0.08% | −837−20.3% | Reduced |
| Ossiam | 3,358 | $446.5K | 0.01% | +1,825+119.0% | Added |
| Spire Wealth Management | 3,432 | $456.4K | 0.02% | −33−1.0% | Reduced |
| Delta Capital Management LLC | 3,530 | $469.0K | 0.32% | −130−3.6% | Reduced |
| Brinker Capital Investments, LLC | 3,544 | $471.2K | 0.01% | +8+0.2% | Added |
| Orion Portfolio Solutions, LLC | 3,544 | $471.2K | 0.01% | +8+0.2% | Added |
| Kapitalo Investimentos Ltda | 3,649 | $485.2K | 0.09% | +3,649 | New |
| Advisors Asset Management, Inc. | 3,729 | $495.8K | 0.01% | +2,648+245.0% | Added |
| Avantax Advisory Services, Inc. | 3,965 | $527.2K | 0.01% | −9−0.2% | Reduced |
| Norinchukin Bank, The | 3,985 | $529.8K | 0.01% | −63−1.6% | Reduced |
| Cowen and Company, LLC | 4,011 | $533.3K | 0.04% | +4,011 | New |
| Cascade Investment Group, Inc. | 4,035 | $536.5K | 0.49% | +20.0% | Added |
| Shelton Capital Management | 4,073 | $541.5K | 0.02% | −196−4.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,082 | $542.7K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,260 | $566.0K | 0.00% | −47−1.1% | Reduced |
| Hunting Hill Global Capital, LLC | 4,289 | $570.3K | 0.34% | −1,000−18.9% | Reduced |
| Bridgeworth, LLC | 4,330 | $575.7K | 0.06% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 4,349 | $578.3K | 0.02% | +92+2.2% | Added |
| Naples Global Advisors, LLC | 4,386 | $583.2K | 0.07% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,395 | $584.8K | 0.06% | −20,765−82.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,426 | $588.5K | 0.00% | +283+6.8% | Added |
| Edgestream Partners, L.P. | 4,432 | $589.3K | 0.05% | +4,432 | New |
| Centiva Capital, LP | 4,456 | $592.5K | 0.03% | −3,394−43.2% | Reduced |
| Winmill & Co. Inc | 4,500 | $598.3K | 0.21% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,637 | $616.5K | 0.17% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,641 | $617.0K | 0.00% | +527+12.8% | Added |
| Lazard Asset Management LLC | 4,800 | $638.0K | 0.00% | +512+11.9% | Added |
| Metis Global Partners, LLC | 4,844 | $644.1K | 0.03% | +4,844 | New |
| The PNC Financial Services Group, Inc. | 4,852 | $645.1K | 0.00% | −165−3.3% | Reduced |
| Cresset Asset Management, LLC | 4,967 | $660.4K | 0.00% | +4,967 | New |
| Janney Montgomery Scott LLC | 5,169 | $687.0K | 0.00% | −1,461−22.0% | Reduced |
| Atria Wealth Solutions, Inc. | 5,343 | $710.3K | 0.01% | −72−1.3% | Reduced |
| Cetera Advisor Networks LLC | 5,383 | $715.7K | 0.00% | −5,275−49.5% | Reduced |
| Values First Advisors, Inc. | 5,388 | $716.4K | 0.43% | +162+3.1% | Added |
| Adelante Capital Management LLC | 5,450 | $725.0K | 0.06% | −100,280−94.8% | Reduced |
| Mariner, LLC | 5,516 | $733.4K | 0.00% | +208+3.9% | Added |
| Hoylecohen, LLC | 5,531 | $735.4K | 0.06% | −510−8.4% | Reduced |
| Assetmark, Inc | 5,721 | $760.7K | 0.00% | +3+0.1% | Added |
| Wolverine Trading, LLC | 5,851 | $773.9K | 0.01% | −2,069−26.1% | Reduced |
| JustInvest LLC | 5,868 | $780.2K | 0.02% | +238+4.2% | Added |
| Independent Financial Group, LLC | 5,892 | $783.4K | 0.05% | +5,892 | New |
| Bryant Woods Investment Advisors, LLC | 5,978 | $794.8K | 0.56% | +34+0.6% | Added |
| Lockheed Martin Investment Management Co | 6,082 | $808.7K | 0.05% | +600+10.9% | Added |
| Citadel Advisors LLC | 6,176 | $821.2K | 0.00% | −1,022,267−99.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,189 | $822.9K | 0.01% | +222+3.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,365 | $846.0K | 0.05% | −204−3.1% | Reduced |
| Ontario Teachers Pension Plan Board | 6,482 | $861.8K | 0.01% | +6,482 | New |
| Shell Asset Management Co | 6,525 | $868.0K | 0.03% | +3,102+90.6% | Added |
| AE Wealth Management LLC | 6,571 | $873.7K | 0.01% | −420−6.0% | Reduced |
| Mirabella Financial Services LLP | 6,603 | $877.9K | 0.10% | +6,603 | New |
| Equitable Holdings, Inc. | 6,614 | $879.4K | 0.01% | +303+4.8% | Added |
| Maryland State Retirement & Pension System | 6,652 | $884.5K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 6,673 | $887.2K | 0.01% | +1,740+35.3% | Added |
| Walleye Trading LLC | 6,685 | $888.8K | 0.05% | −8,122−54.9% | Reduced |
| Oak Thistle LLC | 6,760 | $898.8K | 0.47% | +6,760 | New |
| Virtu Financial LLC | 7,016 | $933.0K | 0.07% | +7,016 | New |
| ProShare Advisors LLC | 7,421 | $986.7K | 0.00% | +2,364+46.7% | Added |
| Erste Asset Management GmbH | 7,600 | $1.00M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,580 | $1.01M | 0.03% | −131−1.7% | Reduced |
| Vestcor Inc | 8,240 | $1.10M | 0.04% | −12−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,465 | $1.13M | 0.04% | +4,500+113.5% | Added |
| Cornercap Investment Counsel Inc | 8,633 | $1.15M | 0.20% | −1,392−13.9% | Reduced |
| Sagefield Capital LP | 8,826 | $1.17M | 0.25% | +5,326+152.2% | Added |
| Pensionfund Sabic | 9,000 | $1.20M | 0.40% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 9,201 | $1.22M | 0.64% | +9,201 | New |
| Toronto Dominion Bank | 9,221 | $1.23M | 0.00% | +36+0.4% | Added |
| ExodusPoint Capital Management, LP | 9,310 | $1.24M | 0.01% | +7,420+392.6% | Added |
| Nissay Asset Management Corp | 9,779 | $1.30M | 0.01% | +422+4.5% | Added |
| Bell Bank | 9,900 | $1.32M | 0.14% | 00.0% | Unchanged |
| FORA Capital, LLC | 9,900 | $1.32M | 0.19% | +9,900 | New |
| FNY Investment Advisers, LLC | 10,000 | $1.33M | 1.69% | +10,000 | New |