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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 75 | $9.97K | 0.00% | +30+66.7% | Added |
| JJJ Advisors Inc. | 70 | $9.31K | 0.00% | −10−12.5% | Reduced |
| Parkside Financial Bank & Trust | 58 | $7.71K | 0.00% | +6+11.5% | Added |
| Plante Moran Financial Advisors, LLC | 57 | $7.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $5.05K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $4.65K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $4.39K | 0.00% | +33 | New |
| Allworth Financial LP | 28 | $3.72K | 0.00% | −1−3.4% | Reduced |
| Earnest Partners LLC | 27 | $3.59K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $3.59K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $3.47K | 0.00% | −4−13.3% | Reduced |
| CVA Family Office, LLC | 25 | $3.32K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $3.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $2.53K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $2.50K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.39K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 18 | $2.39K | 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 |
| Level Financial Advisors, Inc. | 13 | $1.74K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 11 | $1.46K | 0.00% | +4+57.1% | Added |
| Leonteq Securities AG | 9 | $1.20K | 0.00% | −17−65.4% | Reduced |
| First Horizon Advisors, Inc. | 8 | $1.06K | 0.00% | −273−97.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7 | $940 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7 | $931 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7 | $931 | 0.00% | +7 | New |
| VisionPoint Advisory Group, LLC | 5 | $665 | 0.00% | +5 | New |
| 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 |
| Sofos Investments, Inc. | 133 | $133 | 0.00% | +2+1.5% | Added |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −1,156,571−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −365,570−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| V3 Capital Management, L.P. | 0 | $0 | 0.00% | −222,800−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −205,973−100.0% | Sold out |
| Land & Buildings Investment Management, LLC | 0 | $0 | 0.00% | −178,780−100.0% | Sold out |
| Conversant Capital LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −169,791−100.0% | Sold out |
| Heitman Real Estate Securities LLC | 0 | $0 | 0.00% | −163,345−100.0% | Sold out |
| Empyrean Capital Partners, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −110,537−100.0% | Sold out |
| Fort Baker Capital Management LP | 0 | $0 | 0.00% | −108,391−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Berry Street Capital Management LLP | 0 | $0 | 0.00% | −87,500−100.0% | Sold out |
| Corvex Management LP | 0 | $0 | 0.00% | −86,474−100.0% | Sold out |
| Carlyle Group Inc. | 0 | $0 | 0.00% | −86,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −80,608−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −78,427−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −75,429−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −67,434−100.0% | Sold out |
| Twin Securities, Inc. | 0 | $0 | 0.00% | −64,595−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −58,586−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −54,405−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −48,678−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −34,721−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −31,055−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −29,298−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −29,075−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −27,140−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −27,061−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −22,280−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −20,873−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −17,144−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −15,717−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,533−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −11,134−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −9,780−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −7,789−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,947−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −4,605−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −4,254−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,391−100.0% | Sold out |
| American Assets Capital Advisers, LLC | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,853−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,852−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −2,487−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −1,635−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,529−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −848−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −26−100.0% | Sold out |