IFG
LSI

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

Independent Financial Group’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
-5,892
Closed -$783K – 968
2023
Q2 		$783K Buy
+5,892
New +$784K 0.05% 370

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 $9.54B AUM 19.86% 1-Year Est. Return

Independent Financial Group's LSI Position: Q3 2023 in Review

Independent Financial Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 5,892 shares — an estimated $783K sold.

Independent Financial Group first reported a position in LSI in Q2 2023 and held it in 1 quarter. The position peaked at $783K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Independent Financial Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 5,892 Life Storage, Inc. shares in Q3 2023, an estimated $783K.
  • Independent Financial Group first reported a position in Life Storage, Inc. in Q2 2023 and held it in 1 quarter.
  • Independent Financial Group's Life Storage, Inc. position peaked at $783K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.