BC
LSI

Brookfield Corp’s Life Storage, Inc. LSI Stock Holding History

Brookfield Corp’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
-34,000
Closed -$4.52M – 575
2023
Q2 		$4.52M Sell
34,000
-96,536
-74% -$12.8M 0.02% 286
2023
Q1 		$17.1M Buy
+130,536
New +$15.1M 0.07% 114
2022
Q1 		– Sell
-4,122
Closed -$631K – 821
2021
Q4 		$631K Buy
+4,122
New +$551K ﹤0.01% 519
2017
Q3 		– Sell
-1,909,323
Closed -$94.3M – 104
2017
Q2 		$94.3M Buy
1,909,323
+206,523
+12% +$10.7M 0.48% 37
2017
Q1 		$93.2M Buy
1,702,800
+1,377,600
+424% +$77.2M 0.54% 33
2016
Q4 		$18.5M Buy
+325,200
New +$18M 0.1% 72

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Brookfield Corp's LSI Position: Q3 2023 in Review

Brookfield Corp sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 34,000 shares — an estimated $4.52M sold.

Brookfield Corp first reported a position in LSI in Q4 2016 and held it in 6 quarters. The position peaked at $94.3M in Q2 2017. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Brookfield Corp reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Brookfield Corp sold 34,000 Life Storage, Inc. shares in Q3 2023, an estimated $4.52M.
  • Brookfield Corp first reported a position in Life Storage, Inc. in Q4 2016 and held it in 6 quarters.
  • Brookfield Corp's Life Storage, Inc. position peaked at $94.3M in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.