Dimensional Fund Advisors
LSI

Dimensional Fund Advisors’s Life Storage, Inc. LSI Stock Holding History

Dimensional Fund Advisors’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
-1,205,525
Closed -$160M – 3549
2023
Q2 		$160M Buy
1,205,525
+11,517
+1% +$1.53M 0.05% 472
2023
Q1 		$157M Buy
1,194,008
+40,562
+4% +$4.69M 0.05% 459
2022
Q4 		$114K Buy
1,153,446
+4,639
+0.4% +$486K 0.03% 686
2022
Q3 		$127M Buy
1,148,807
+1,554
+0.1% +$191K 0.05% 515
2022
Q2 		$128M Sell
1,147,253
-627
-0.1% -$77.4K 0.05% 536
2022
Q1 		$161M Buy
1,147,880
+8,758
+0.8% +$1.18M 0.05% 490
2021
Q4 		$174M Sell
1,139,122
-10,066
-0.9% -$1.34M 0.05% 460
2021
Q3 		$132M Buy
1,149,188
+12,237
+1% +$1.46M 0.04% 606
2021
Q2 		$122M Buy
1,136,951
+14,796
+1% +$1.46M 0.04% 679
2021
Q1 		$96.5M Sell
1,122,155
-1,447
-0.1% -$120K 0.03% 862
2020
Q4 		$89.4M Buy
1,123,602
+7,476
+0.7% +$569K 0.03% 850
2020
Q3 		$78.3M Buy
1,116,126
+8,613
+0.8% +$584K 0.03% 786
2020
Q2 		$70.1M Buy
1,107,513
+16,116
+1% +$999K 0.03% 870
2020
Q1 		$68.8M Sell
1,091,397
-6,110
-0.6% -$437K 0.04% 708
2019
Q4 		$79.2M Sell
1,097,507
-18,598
-2% -$1.33M 0.03% 950
2019
Q3 		$78.4M Buy
1,116,105
+11,764
+1% +$800K 0.03% 912
2019
Q2 		$70M Buy
1,104,341
+6,909
+0.6% +$444K 0.03% 1047
2019
Q1 		$71.2M Buy
1,097,432
+17,963
+2% +$1.15M 0.03% 995
2018
Q4 		$66.9M Buy
1,079,469
+814
+0.1% +$51.6K 0.03% 924
2018
Q3 		$68.4M Buy
1,078,655
+2,838
+0.3% +$184K 0.03% 1092
2018
Q2 		$69.8M Buy
1,075,817
+10,667
+1% +$644K 0.03% 1023
2018
Q1 		$59.3M Buy
1,065,150
+27,604
+3% +$1.51M 0.02% 1143
2017
Q4 		$61.6M Buy
1,037,546
+35,217
+4% +$2.02M 0.03% 1110
2017
Q3 		$54.7M Buy
1,002,329
+26,858
+3% +$1.35M 0.02% 1201
2017
Q2 		$48.2M Buy
975,471
+37,504
+4% +$1.95M 0.02% 1272
2017
Q1 		$51.4M Buy
937,967
+15,807
+2% +$885K 0.02% 1151
2016
Q4 		$52.4M Buy
922,160
+61,701
+7% +$3.42M 0.03% 1064
2016
Q3 		$51M Buy
860,459
+91,443
+12% +$5.85M 0.03% 1012
2016
Q2 		$53.8M Buy
769,016
+26,519
+4% +$1.93M 0.03% 892
2016
Q1 		$58.4M Buy
742,497
+48,856
+7% +$3.56M 0.03% 745
2015
Q4 		$49.6M Buy
693,641
+20,709
+3% +$1.39M 0.03% 858
2015
Q3 		$42.3M Buy
672,932
+22,050
+3% +$1.36M 0.03% 958
2015
Q2 		$37.7M Buy
650,882
+12,023
+2% +$720K 0.02% 1171
2015
Q1 		$40M Buy
638,859
+11,742
+2% +$729K 0.03% 1069
2014
Q4 		$36.5M Buy
627,117
+14,832
+2% +$825K 0.02% 1097
2014
Q3 		$30.4M Buy
612,285
+21,138
+4% +$1.09M 0.02% 1149
2014
Q2 		$30.4M Buy
591,147
+42,006
+8% +$2.13M 0.02% 1184
2014
Q1 		$26.9M Buy
549,141
+25,239
+5% +$1.18M 0.02% 1257
2013
Q4 		$22.8M Buy
523,902
+23,760
+5% +$1.12M 0.02% 1404
2013
Q3 		$25.2M Buy
500,142
+30,007
+6% +$1.41M 0.02% 1137
2013
Q2 		$20.3M Buy
+470,135
New +$20.8M 0.02% 1270

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 $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Dimensional Fund Advisors's LSI Position: Q3 2023 in Review

Dimensional Fund Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,205,525 shares — an estimated $160M sold.

Dimensional Fund Advisors first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $174M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Dimensional Fund Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,205,525 Life Storage, Inc. shares in Q3 2023, an estimated $160M.
  • Dimensional Fund Advisors first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
  • Dimensional Fund Advisors's Life Storage, Inc. position peaked at $174M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Dimensional Fund Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.