IFAM
LSI

Institutional & Family Asset Management’s Life Storage, Inc. LSI Stock Holding History

Institutional & Family Asset Management’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
2021
Q1 		– Sell
-434
Closed -$35K – 1007
2020
Q4 		$35K Sell
434
-13
-3% -$990 0.01% 376
2020
Q3 		$31K Buy
+447
New +$30.3K 0.01% 342

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Institutional & Family Asset Management's LSI Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Life Storage, Inc. (LSI) in Q1 2021, closing a stake of 434 shares — an estimated $35K sold.

Institutional & Family Asset Management first reported a position in LSI in Q3 2020 and held it in 2 quarters. The position peaked at $35K in Q4 2020. 362 funds tracked by Wall St. Rank hold LSI as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining Life Storage, Inc. position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 434 Life Storage, Inc. shares in Q1 2021, an estimated $35K.
  • Institutional & Family Asset Management first reported a position in Life Storage, Inc. in Q3 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Life Storage, Inc. position peaked at $35K in Q4 2020.
  • 362 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.