FTCM
LSI

First Trust Capital Management’s Life Storage, Inc. LSI Stock Holding History

First Trust Capital 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
Q3 		– Sell
-964,167
Closed -$128M – 185
2023
Q2 		$128M Buy
+964,167
New +$128M 7.63% 1

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

First Trust Capital Management's LSI Position: Q3 2023 in Review

First Trust Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 964,167 shares — an estimated $128M sold.

First Trust Capital Management first reported a position in LSI in Q2 2023 and held it in 1 quarter. The position peaked at $128M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • First Trust Capital Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • First Trust Capital Management sold 964,167 Life Storage, Inc. shares in Q3 2023, an estimated $128M.
  • First Trust Capital Management first reported a position in Life Storage, Inc. in Q2 2023 and held it in 1 quarter.
  • First Trust Capital Management's Life Storage, Inc. position peaked at $128M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on First Trust Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.