AAIM
LSI

American Assets Investment Management’s Life Storage, Inc. LSI Stock Holding History

American Assets Investment 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
Q1 		– Sell
-3,773
Closed -$372K – 179
2022
Q4 		$372K Hold
3,773
– – 0.04% 155
2022
Q3 		$418K Buy
3,773
+498
+15% +$61.1K 0.05% 155
2022
Q2 		$366K Hold
3,275
– – 0.05% 155
2022
Q1 		$460K Hold
3,275
– – 0.05% 159
2021
Q4 		$502K Buy
3,275
+1,217
+59% +$163K 0.05% 157
2021
Q3 		$236K Buy
+2,058
New +$245K 0.03% 161

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

American Assets Investment Management's LSI Position: Q1 2023 in Review

American Assets Investment Management sold out of Life Storage, Inc. (LSI) in Q1 2023, closing a stake of 3,773 shares — an estimated $372K sold.

American Assets Investment Management first reported a position in LSI in Q3 2021 and held it in 6 quarters. The position peaked at $502K in Q4 2021. 450 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

  • American Assets Investment Management reported no remaining Life Storage, Inc. position as of Q1 2023 after selling out during the quarter.
  • American Assets Investment Management sold 3,773 Life Storage, Inc. shares in Q1 2023, an estimated $372K.
  • American Assets Investment Management first reported a position in Life Storage, Inc. in Q3 2021 and held it in 6 quarters.
  • American Assets Investment Management's Life Storage, Inc. position peaked at $502K in Q4 2021.
  • 450 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on American Assets Investment Management's 13F filing for Q1 2023, filed 4 May 2023.