HighTower Advisors
LSI

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

HighTower 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
-62,937
Closed -$8.36M – 3824
2023
Q2 		$8.36M Buy
62,937
+3,870
+7% +$515K 0.02% 702
2023
Q1 		$7.74M Buy
59,067
+2,736
+5% +$317K 0.02% 701
2022
Q4 		$5.56M Sell
56,331
-4,441
-7% -$465K 0.01% 807
2022
Q3 		$6.72M Sell
60,772
-1,406
-2% -$173K 0.02% 691
2022
Q2 		$6.93M Sell
62,178
-882
-1% -$109K 0.02% 692
2022
Q1 		$8.85M Buy
63,060
+3,972
+7% +$535K 0.02% 670
2021
Q4 		$9.07M Buy
59,088
+40,358
+215% +$5.39M 0.02% 642
2021
Q3 		$2.15M Buy
18,730
+1,691
+10% +$201K 0.01% 1210
2021
Q2 		$1.83M Sell
17,039
-385
-2% -$37.9K 0.01% 1272
2021
Q1 		$1.5M Sell
17,424
-17,103
-50% -$1.42M ﹤0.01% 1317
2020
Q4 		$2.75M Sell
34,527
-5,693
-14% -$434K 0.01% 778
2020
Q3 		$2.82M Buy
40,220
+3,200
+9% +$217K 0.01% 747
2020
Q2 		$2.35M Buy
37,020
+13,260
+56% +$822K 0.01% 748
2020
Q1 		$1.5M Buy
23,760
+4,975
+26% +$355K 0.01% 839
2019
Q4 		$1.35M Buy
18,785
+14,342
+323% +$1.02M 0.01% 995
2019
Q3 		$312K Sell
4,443
-114
-3% -$7.75K ﹤0.01% 1767
2019
Q2 		$288K Sell
4,557
-12
-0.3% -$770 ﹤0.01% 1828
2019
Q1 		$296K Buy
4,569
+148
+3% +$9.48K ﹤0.01% 1728
2018
Q4 		$275K Buy
+4,421
New +$280K ﹤0.01% 1658

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

HighTower Advisors's LSI Position: Q3 2023 in Review

HighTower Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 62,937 shares — an estimated $8.36M sold.

HighTower Advisors first reported a position in LSI in Q4 2018 and held it in 19 quarters. The position peaked at $9.07M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • HighTower Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • HighTower Advisors sold 62,937 Life Storage, Inc. shares in Q3 2023, an estimated $8.36M.
  • HighTower Advisors first reported a position in Life Storage, Inc. in Q4 2018 and held it in 19 quarters.
  • HighTower Advisors's Life Storage, Inc. position peaked at $9.07M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.