Alpine Woods Capital Investors’s Life Storage, Inc. LSI Stock Holding History

Alpine Woods Capital Investors’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
2020 Q3	–	Sell	-3,300	Closed	-$209K	–	263
2020 Q2	$209K	Sell	3,300 -1,800	-35%	-$112K	0.04%	238
2020 Q1	$321K	Hold	5,100	–	–	0.07%	207
2019 Q4	$368K	Hold	5,100	–	–	0.07%	203
2019 Q3	$358K	Sell	5,100 -150	-3%	-$10.2K	0.07%	199
2019 Q2	$333K	Hold	5,250	–	–	0.07%	220
2019 Q1	$340K	Sell	5,250 -150	-3%	-$9.61K	0.07%	212
2018 Q4	$335K	Sell	5,400 -75	-1%	-$4.75K	0.08%	202
2018 Q3	$347K	Hold	5,475	–	–	0.07%	183
2018 Q2	$355K	Sell	5,475 -1,557	-22%	-$94.1K	0.08%	169
2018 Q1	$392K	Sell	7,032 -800	-10%	-$43.7K	0.02%	324
2017 Q4	$465K	Sell	7,832 -13,143	-63%	-$756K	0.02%	316
2017 Q3	$1.14M	Sell	20,975 -300	-1%	-$15.1K	0.06%	242
2017 Q2	$1.05M	Hold	21,275	–	–	0.06%	241
2017 Q1	$1.17M	Buy	21,275 +450	+2%	+$25.2K	0.06%	235
2016 Q4	$1.18M	Sell	20,825 -675	-3%	-$37.4K	0.07%	219
2016 Q3	$1.27M	Buy	+21,500	New	+$1.38M	0.07%	221

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alpine Woods Capital Investors's LSI Position: Q3 2020 in Review

Alpine Woods Capital Investors sold out of Life Storage, Inc. (LSI) in Q3 2020, closing a stake of 3,300 shares — an estimated $209K sold.

Alpine Woods Capital Investors first reported a position in LSI in Q3 2016 and held it in 16 quarters. The position peaked at $1.27M in Q3 2016. 330 funds tracked by Wall St. Rank hold LSI as of Q3 2020.

Alpine Woods Capital Investors reported no remaining Life Storage, Inc. position as of Q3 2020 after selling out during the quarter.
Alpine Woods Capital Investors sold 3,300 Life Storage, Inc. shares in Q3 2020, an estimated $209K.
Alpine Woods Capital Investors first reported a position in Life Storage, Inc. in Q3 2016 and held it in 16 quarters.
Alpine Woods Capital Investors's Life Storage, Inc. position peaked at $1.27M in Q3 2016.
330 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2020, filed 2 Nov 2020.