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

GRS 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 Q2	–	Sell	-205,973	Closed	-$27M	–	37
2023 Q1	$27M	Buy	+205,973	New	+$23.8M	5.16%	5
2022 Q1	–	Sell	-71,602	Closed	-$11M	–	44
2021 Q4	$11M	Buy	71,602 +8,802	+14%	+$1.18M	2.65%	19
2021 Q3	$7.21M	Buy	+62,800	New	+$7.47M	2.92%	18
2021 Q1	–	Sell	-107,481	Closed	-$8.55M	–	30
2020 Q4	$8.55M	Sell	107,481 -56,019	-34%	-$4.27M	3.89%	14
2020 Q3	$11.5M	Buy	163,500 +32,700	+25%	+$2.22M	5.89%	4
2020 Q2	$8.28M	Buy	+130,800	New	+$8.11M	4.63%	9

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GRS Advisors's LSI Position: Q2 2023 in Review

GRS Advisors sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 205,973 shares — an estimated $27M sold.

GRS Advisors first reported a position in LSI in Q2 2020 and held it in 6 quarters. The position peaked at $27M in Q1 2023. 433 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

GRS Advisors reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
GRS Advisors sold 205,973 Life Storage, Inc. shares in Q2 2023, an estimated $27M.
GRS Advisors first reported a position in Life Storage, Inc. in Q2 2020 and held it in 6 quarters.
GRS Advisors's Life Storage, Inc. position peaked at $27M in Q1 2023.
433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on GRS Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.