I
LSI

INVST’s Life Storage, Inc. LSI Stock Holding History

INVST’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
2022
Q4 		– Sell
-2,131
Closed -$222K – 186
2022
Q3 		$222K Hold
2,131
– – 0.04% 154
2022
Q2 		$282K Sell
2,131
-223
-9% -$27.5K 0.04% 152
2022
Q1 		$263K Hold
2,354
– – 0.04% 157
2021
Q4 		$297K Sell
2,354
-771
-25% -$103K 0.05% 151
2021
Q3 		$359K Sell
3,125
-53
-2% -$6.3K 0.06% 144
2021
Q2 		$362K Sell
3,178
-331
-9% -$32.6K 0.06% 132
2021
Q1 		$337K Sell
3,509
-2,547
-42% -$212K 0.06% 132
2020
Q4 		$482K Buy
6,056
+1,667
+38% +$127K 0.09% 108
2020
Q3 		$316K Buy
4,389
+267
+6% +$18.1K 0.07% 117
2020
Q2 		$270K Buy
+4,122
New +$256K 0.08% 120

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

INVST's LSI Position: Q4 2022 in Review

INVST sold out of Life Storage, Inc. (LSI) in Q4 2022, closing a stake of 2,131 shares — an estimated $222K sold.

INVST first reported a position in LSI in Q2 2020 and held it in 10 quarters. The position peaked at $482K in Q4 2020. 433 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

  • INVST reported no remaining Life Storage, Inc. position as of Q4 2022 after selling out during the quarter.
  • INVST sold 2,131 Life Storage, Inc. shares in Q4 2022, an estimated $222K.
  • INVST first reported a position in Life Storage, Inc. in Q2 2020 and held it in 10 quarters.
  • INVST's Life Storage, Inc. position peaked at $482K in Q4 2020.
  • 433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on INVST's 13F filing for Q4 2022, filed 1 Feb 2023.