HF
LSI

HRT Financial’s Life Storage, Inc. LSI Stock Holding History

HRT Financial’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
-131,561
Closed -$17.5M – 3417
2023
Q2 		$17.5M Buy
+131,561
New +$17.5M 0.16% 81
2023
Q1 		– Sell
-22,764
Closed -$2.24M – 3464
2022
Q4 		$2.24M Sell
22,764
-904
-4% -$94.7K 0.03% 536
2022
Q3 		$2.62M Buy
+23,668
New +$2.9M 0.03% 513
2020
Q4 		– Sell
-4,131
Closed -$289K – 2652
2020
Q3 		$289K Sell
4,131
-1,035
-20% -$70.1K 0.01% 1165
2020
Q2 		$327K Buy
+5,166
New +$320K 0.01% 951
2019
Q4 		– Sell
-17,940
Closed -$1.26M – 1791
2019
Q3 		$1.26M Buy
+17,940
New +$1.22M 0.06% 287
2019
Q1 		– Sell
-13,266
Closed -$822K – 854
2018
Q4 		$822K Buy
+13,266
New +$841K 0.12% 149

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 $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HRT Financial's LSI Position: Q3 2023 in Review

HRT Financial sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 131,561 shares — an estimated $17.5M sold.

HRT Financial first reported a position in LSI in Q4 2018 and held it in 7 quarters. The position peaked at $17.5M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • HRT Financial reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • HRT Financial sold 131,561 Life Storage, Inc. shares in Q3 2023, an estimated $17.5M.
  • HRT Financial first reported a position in Life Storage, Inc. in Q4 2018 and held it in 7 quarters.
  • HRT Financial's Life Storage, Inc. position peaked at $17.5M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on HRT Financial's 13F filing for Q3 2023, filed 13 Nov 2023.