HT
LSI

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

HighTower Trust’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
Q1 		$381K Hold
3,225
– – 0.04% 171
2022
Q4 		$317K Buy
3,225
+14
+0.4% +$1.47K 0.03% 178
2022
Q3 		$356K Buy
+3,211
New +$394K 0.04% 170
2022
Q2 		– Sell
-2,843
Closed -$399K – 333
2022
Q1 		$399K Buy
2,843
+139
+5% +$18.7K 0.04% 176
2021
Q4 		$414K Buy
+2,704
New +$361K 0.04% 172

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

HighTower Trust's LSI Position: Q1 2023 in Review

HighTower Trust held its Life Storage, Inc. (LSI) position steady in Q1 2023 at 3,225 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #171.

HighTower Trust first reported a position in LSI in Q4 2021 and has held it in 5 quarters since. The position peaked at $414K in Q4 2021. 450 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

  • HighTower Trust held 3,225 shares of Life Storage, Inc. worth $381K as of Q1 2023.
  • HighTower Trust left its Life Storage, Inc. share count unchanged in Q1 2023.
  • Life Storage, Inc. made up 0.04% of HighTower Trust's portfolio in Q1 2023, its #171 holding.
  • HighTower Trust first reported a position in Life Storage, Inc. in Q4 2021 and has held it in 5 quarters since.
  • HighTower Trust's Life Storage, Inc. position peaked at $414K in Q4 2021.
  • 450 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.