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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 3,544 | $471.2K | 0.01% | +8+0.2% | Added |
| Delta Capital Management LLC | 3,530 | $469.0K | 0.32% | −130−3.6% | Reduced |
| Spire Wealth Management | 3,432 | $456.4K | 0.02% | −33−1.0% | Reduced |
| Ossiam | 3,358 | $446.5K | 0.01% | +1,825+119.0% | Added |
| XTX Topco Ltd | 3,291 | $437.6K | 0.08% | −837−20.3% | Reduced |
| First Republic Investment Management, Inc. | 3,273 | $435.2K | 0.00% | −198−5.7% | Reduced |
| Capital Square, LLC | 3,254 | $432.7K | 0.40% | −138−4.1% | Reduced |
| Harvest Portfolios Group Inc. | 3,251 | $432.3K | 0.02% | +10.0% | Added |
| Hudson Valley Investment Advisors Inc | 3,202 | $425.7K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,169 | $421.4K | 0.00% | −436−12.1% | Reduced |
| Cetera Advisors LLC | 3,110 | $413.5K | 0.01% | +74+2.4% | Added |
| CWA Asset Management Group, LLC | 3,090 | $410.8K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,087 | $410.4K | 0.22% | −40−1.3% | Reduced |
| Creative Planning | 3,013 | $400.6K | 0.00% | −30−1.0% | Reduced |
| Vigilant Capital Management, LLC | 3,000 | $399.0K | 0.03% | +3,000 | New |
| McCollum Christoferson Group LLC | 3,000 | $398.9K | 0.11% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 2,928 | $389.3K | 0.00% | +2,928 | New |
| Canandaigua National Bank & Trust Co | 2,766 | $367.8K | 0.06% | −57−2.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,640 | $351.0K | 0.01% | +2,640 | New |
| Profund Advisors LLC | 2,629 | $349.6K | 0.02% | −343−11.5% | Reduced |
| CenterBook Partners LP | 2,612 | $347.3K | 0.04% | +2,612 | New |
| 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 |
| Leavell Investment Management, Inc. | 2,495 | $332.0K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 2,490 | $331.1K | 0.01% | +51+2.1% | Added |
| Parsons Capital Management Inc | 2,475 | $329.1K | 0.03% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,432 | $323.4K | 0.02% | +230+10.4% | Added |
| CIBC Asset Management Inc | 2,420 | $321.8K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,412 | $320.7K | 0.02% | −892−27.0% | Reduced |
| Windham Capital Management, LLC | 2,400 | $319.1K | 0.12% | 00.0% | Unchanged |
| HGK Asset Management Inc | 2,401 | $319.0K | 0.10% | −3,140−56.7% | Reduced |
| Stratos Wealth Partners, LTD. | 2,366 | $314.6K | 0.01% | +503+27.0% | Added |
| GWM Advisors LLC | 2,361 | $313.9K | 0.00% | −2−0.1% | Reduced |
| Fifth Third Bancorp | 2,282 | $303.4K | 0.00% | −209−8.4% | Reduced |
| Bank of Nova Scotia | 2,255 | $299.8K | 0.00% | −38−1.7% | Reduced |
| Geneos Wealth Management Inc. | 2,251 | $299.3K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,250 | $299.2K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,184 | $290.0K | 0.00% | −1,321−37.7% | Reduced |
| Kestra Private Wealth Services, LLC | 2,114 | $281.1K | 0.01% | +4+0.2% | Added |
| Curtis Advisory Group, LLC | 2,080 | $276.6K | 0.09% | −393−15.9% | Reduced |
| Vanderbilt University | 2,020 | $268.6K | 0.07% | +342+20.4% | Added |
| Coldstream Capital Management Inc | 2,016 | $268.0K | 0.01% | +133+7.1% | Added |
| Colony Group LLC | 2,013 | $268.0K | 0.00% | +14+0.7% | Added |
| Cetera Investment Advisers | 2,004 | $266.5K | 0.00% | −2,299−53.4% | Reduced |
| Pathstone Family Office, LLC | 2,064 | $260.6K | 0.00% | +2,064 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,950 | $259.3K | 0.07% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,910 | $254.0K | 0.01% | −76,052−97.6% | Reduced |
| Private Advisor Group, LLC | 1,906 | $253.5K | 0.00% | −21,732−91.9% | Reduced |
| Glenview Trust Co | 1,900 | $252.6K | 0.01% | −57−2.9% | Reduced |
| Arkadios Wealth Advisors | 1,889 | $251.2K | 0.03% | −288−13.2% | Reduced |
| 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 |
| WealthPLAN Partners, LLC | 1,837 | $244.2K | 0.03% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,811 | $240.8K | 0.03% | 00.0% | Unchanged |
| 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 |
| CI Private Wealth, LLC | 1,771 | $235.5K | 0.00% | +181+11.4% | Added |
| Virtus ETF Advisers LLC | 1,765 | $234.7K | 0.14% | −1,187−40.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,750 | $232.7K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,700 | $226.0K | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,685 | $224.0K | 0.04% | −550−24.6% | Reduced |
| Mercer Global Advisors Inc | 1,658 | $221.0K | 0.00% | +1,658 | New |
| Zacks Investment Management | 1,660 | $220.8K | 0.00% | −129,403−98.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,650 | $219.4K | 0.00% | +1,650 | New |
| Bartlett & Co. LLC | 1,650 | $219.0K | 0.00% | +1,650 | New |
| Inspire Advisors, LLC | 1,638 | $217.7K | 0.04% | +70+4.5% | Added |
| Gateway Wealth Partners, LLC | 1,627 | $216.3K | 0.04% | −75−4.4% | Reduced |
| First Citizens Bank & Trust Co | 1,608 | $213.8K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,550 | $206.1K | 0.01% | −2,215−58.8% | Reduced |
| Bessemer Group Inc | 1,491 | $198.0K | 0.00% | +1,439+2,767.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,362 | $181.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,077 | $143.0K | 0.00% | −116−9.7% | Reduced |
| Quadrant Capital Group LLC | 1,054 | $140.1K | 0.01% | +35+3.4% | Added |
| First Manhattan Co | 1,025 | $136.3K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,005 | $133.6K | 0.04% | −203−16.8% | Reduced |
| Bellevue Asset Management, LLC | 993 | $132.0K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 975 | $129.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 944 | $125.5K | 0.00% | −5−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 761 | $101.0K | 0.02% | −78−9.3% | Reduced |
| Mint Tower Capital Management B.V. | 609 | $81.0K | 0.01% | +609 | New |
| Armstrong Advisory Group, Inc | 608 | $80.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 582 | $77.0K | 0.06% | −79−12.0% | Reduced |
| Beacon Capital Management, LLC | 547 | $72.7K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 529 | $70.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 508 | $67.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 388 | $51.6K | 0.01% | −4−1.0% | Reduced |
| Huntington National Bank | 293 | $39.0K | 0.00% | −325−52.6% | Reduced |
| Proequities, Inc. | 292 | $38.8K | 0.00% | −78−21.1% | Reduced |
| Parallel Advisors, LLC | 260 | $34.6K | 0.00% | +2+0.8% | Added |
| Bank of New Hampshire | 255 | $33.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 226 | $30.0K | 0.00% | +2+0.9% | Added |
| Brown Brothers Harriman & Co | 225 | $29.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 187 | $24.9K | 0.02% | +187 | New |
| Capital Advisors, Ltd. LLC | 162 | $22.0K | 0.00% | +162 | New |
| Clearstead Advisors, LLC | 153 | $20.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $17.7K | 0.00% | +4+3.1% | Added |
| Smithfield Trust Co | 130 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 123 | $16.3K | 0.00% | +1+0.8% | Added |
| Global Retirement Partners, LLC | 96 | $12.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 91 | $12.1K | 0.00% | +63+225.0% | Added |