MCM
LSI

Masterton Capital Management’s Life Storage, Inc. LSI Stock Holding History

Masterton Capital 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
2023
Q3 		– Sell
-23,200
Closed -$3.08M – 19
2023
Q2 		$3.08M Sell
23,200
-4,600
-17% -$612K 3.36% 11
2023
Q1 		$3.64M Buy
+27,800
New +$3.22M 3.48% 11

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

Masterton Capital Management's LSI Position: Q3 2023 in Review

Masterton Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 23,200 shares — an estimated $3.08M sold.

Masterton Capital Management first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $3.64M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Masterton Capital Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Masterton Capital Management sold 23,200 Life Storage, Inc. shares in Q3 2023, an estimated $3.08M.
  • Masterton Capital Management first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
  • Masterton Capital Management's Life Storage, Inc. position peaked at $3.64M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Masterton Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.