FM
LSI

Forward Management’s Life Storage, Inc. LSI Stock Holding History

Forward 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
2016
Q2 		– Sell
-14,621
Closed -$1.15M – 251
2016
Q1 		$1.15M Buy
14,621
+6,750
+86% +$491K 0.09% 109
2015
Q4 		$563K Hold
7,871
– – 0.05% 185
2015
Q3 		$495K Sell
7,871
-4,500
-36% -$278K 0.04% 201
2015
Q2 		$717K Hold
12,371
– – 0.04% 225
2015
Q1 		$775K Sell
12,371
-9,600
-44% -$596K 0.05% 201
2014
Q4 		$1.28M Hold
21,971
– – 0.07% 150
2014
Q3 		$1.09M Hold
21,971
– – 0.07% 161
2014
Q2 		$1.13M Sell
21,971
-16,350
-43% -$828K 0.07% 139
2014
Q1 		$1.88M Buy
38,321
+10,271
+37% +$479K 0.11% 116
2013
Q4 		$1.22M Buy
28,050
+18,000
+179% +$849K 0.07% 129
2013
Q3 		$507K Hold
10,050
– – 0.03% 217
2013
Q2 		$434K Buy
+10,050
New +$444K 0.04% 234

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return