BCI
LSI

Brinker Capital Investments’s Life Storage, Inc. LSI Stock Holding History

Brinker Capital Investments’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
-3,544
Closed -$471K – 1699
2023
Q2 		$471K Buy
3,544
+8
+0.2% +$1.06K 0.01% 1237
2023
Q1 		$464K Sell
3,536
-60
-2% -$6.94K 0.01% 1163
2022
Q4 		$354K Sell
3,596
-267
-7% -$28K 0.01% 1094
2022
Q3 		$428K Buy
3,863
+106
+3% +$13K 0.01% 999
2022
Q2 		$420K Sell
3,757
-125
-3% -$15.4K 0.01% 1039
2022
Q1 		$545K Buy
3,882
+85
+2% +$11.4K 0.01% 1019
2021
Q4 		$582K Sell
3,797
-247
-6% -$33K 0.01% 1005
2021
Q3 		$434K Hold
4,044
– – 0.01% 1015
2021
Q2 		$434K Buy
4,044
+58
+1% +$5.71K 0.01% 1075
2021
Q1 		$343K Sell
3,986
-4,477
-53% -$372K 0.01% 1014
2020
Q4 		$674K Buy
8,463
+1,080
+15% +$82.2K 0.01% 767
2020
Q3 		$518K Buy
+7,383
New +$500K 0.01% 902

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

Brinker Capital Investments's LSI Position: Q3 2023 in Review

Brinker Capital Investments sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,544 shares — an estimated $471K sold.

Brinker Capital Investments first reported a position in LSI in Q3 2020 and held it in 12 quarters. The position peaked at $674K in Q4 2020. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Brinker Capital Investments reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Brinker Capital Investments sold 3,544 Life Storage, Inc. shares in Q3 2023, an estimated $471K.
  • Brinker Capital Investments first reported a position in Life Storage, Inc. in Q3 2020 and held it in 12 quarters.
  • Brinker Capital Investments's Life Storage, Inc. position peaked at $674K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Brinker Capital Investments's 13F filing for Q3 2023, filed 31 Jul 2025.