ACM
LSI

AEW Capital Management’s Life Storage, Inc. LSI Stock Holding History

AEW Capital Management’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-113,230
Closed -$15.1M – 46
2023
Q2 		$15.1M Sell
113,230
-175,000
-61% -$23.3M 0.58% 38
2023
Q1 		$37.8M Buy
+288,230
New +$33.3M 1.41% 23
2022
Q4 		– Sell
-598,213
Closed -$66.3M – 49
2022
Q3 		$66.3M Sell
598,213
-203,482
-25% -$25M 2.59% 16
2022
Q2 		$89.5M Sell
801,695
-270,448
-25% -$33.4M 3.36% 12
2022
Q1 		$151M Buy
1,072,143
+102,833
+11% +$13.8M 4.37% 7
2021
Q4 		$148M Buy
969,310
+28,700
+3% +$3.83M 3.87% 10
2021
Q3 		$108M Buy
940,610
+192,925
+26% +$22.9M 3.21% 12
2021
Q2 		$80.3M Buy
747,685
+64,025
+9% +$6.3M 2.37% 15
2021
Q1 		$58.8M Sell
683,660
-71,601
-9% -$5.95M 2.04% 20
2020
Q4 		$60.1M Sell
755,261
-79,050
-9% -$6.02M 2.17% 21
2020
Q3 		$58.6M Sell
834,311
-118,800
-12% -$8.05M 2.32% 19
2020
Q2 		$60.3M Sell
953,111
-90,202
-9% -$5.59M 2.78% 18
2020
Q1 		$65.8M Buy
1,043,313
+223,863
+27% +$16M 3.15% 12
2019
Q4 		$59.2M Buy
+819,450
New +$58.6M 1.98% 26

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AEW Capital Management's LSI Position: Q3 2023 in Review

AEW Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 113,230 shares — an estimated $15.1M sold.

AEW Capital Management first reported a position in LSI in Q4 2019 and held it in 14 quarters. The position peaked at $151M in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • AEW Capital Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • AEW Capital Management sold 113,230 Life Storage, Inc. shares in Q3 2023, an estimated $15.1M.
  • AEW Capital Management first reported a position in Life Storage, Inc. in Q4 2019 and held it in 14 quarters.
  • AEW Capital Management's Life Storage, Inc. position peaked at $151M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on AEW Capital Management's 13F filing for Q3 2023, filed 2 Nov 2023.