CS
LSI

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

Capital Square’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
-3,254
Closed -$433K – 138
2023
Q2 		$433K Sell
3,254
-138
-4% -$18.4K 0.4% 72
2023
Q1 		$488K Buy
3,392
+721
+27% +$83.4K 0.45% 65
2022
Q4 		$263K Buy
2,671
+245
+10% +$25.7K 0.24% 109
2022
Q3 		$268K Buy
2,426
+72
+3% +$8.84K 0.24% 100
2022
Q2 		$262K Buy
2,354
+654
+38% +$80.7K 0.22% 103
2022
Q1 		$238K Sell
1,700
-232
-12% -$31.2K 0.17% 129
2021
Q4 		$279K Buy
+1,932
New +$258K 0.19% 121
2021
Q3 		– Sell
-2,110
Closed -$236K – 163
2021
Q2 		$236K Buy
+2,110
New +$208K 0.17% 128

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

Capital Square's LSI Position: Q3 2023 in Review

Capital Square sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,254 shares — an estimated $433K sold.

Capital Square first reported a position in LSI in Q2 2021 and held it in 8 quarters. The position peaked at $488K in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Capital Square reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Capital Square sold 3,254 Life Storage, Inc. shares in Q3 2023, an estimated $433K.
  • Capital Square first reported a position in Life Storage, Inc. in Q2 2021 and held it in 8 quarters.
  • Capital Square's Life Storage, Inc. position peaked at $488K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Capital Square's 13F filing for Q3 2023, filed 13 Nov 2023.