Morgan Stanley
LSI

Morgan Stanley’s Life Storage, Inc. LSI Stock Holding History

Morgan Stanley’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
-833,707
Closed -$111M – 7833
2023
Q2 		$111M Sell
833,707
-80,588
-9% -$10.7M 0.01% 1026
2023
Q1 		$120M Buy
914,295
+172,245
+23% +$19.9M 0.01% 961
2022
Q4 		$73.1M Sell
742,050
-157,972
-18% -$16.5M 0.01% 1223
2022
Q3 		$99.7M Buy
900,022
+154,774
+21% +$19M 0.01% 891
2022
Q2 		$83.2M Buy
745,248
+162,765
+28% +$20.1M 0.01% 1045
2022
Q1 		$81.8M Sell
582,483
-102,239
-15% -$13.8M 0.01% 994
2021
Q4 		$105M Sell
684,722
-85,321
-11% -$11.4M 0.01% 864
2021
Q3 		$88.4M Buy
770,043
+175,814
+30% +$20.9M 0.01% 911
2021
Q2 		$63.8M Buy
594,229
+349,910
+143% +$34.4M 0.01% 1143
2021
Q1 		$21M Sell
244,319
-19,627
-7% -$1.63M ﹤0.01% 1862
2020
Q4 		$21M Sell
263,946
-95,514
-27% -$7.27M ﹤0.01% 1773
2020
Q3 		$25.2M Sell
359,460
-125,262
-26% -$8.49M ﹤0.01% 1314
2020
Q2 		$30.7M Buy
484,722
+93,915
+24% +$5.82M 0.01% 1126
2020
Q1 		$24.6M Sell
390,807
-120,531
-24% -$8.61M 0.01% 1133
2019
Q4 		$36.9M Buy
511,338
+9,954
+2% +$711K 0.01% 1148
2019
Q3 		$35.2M Sell
501,384
-126,089
-20% -$8.57M 0.01% 1077
2019
Q2 		$39.8M Sell
627,473
-84,805
-12% -$5.44M 0.01% 977
2019
Q1 		$46.2M Buy
712,278
+27,262
+4% +$1.75M 0.01% 889
2018
Q4 		$42.5M Sell
685,016
-176,563
-20% -$11.2M 0.01% 904
2018
Q3 		$54.7M Sell
861,579
-230,643
-21% -$14.9M 0.01% 917
2018
Q2 		$70.9M Sell
1,092,222
-738,263
-40% -$44.6M 0.02% 735
2018
Q1 		$102M Buy
1,830,485
+259,773
+17% +$14.2M 0.03% 583
2017
Q4 		$93.3M Sell
1,570,712
-115,386
-7% -$6.63M 0.03% 623
2017
Q3 		$92M Sell
1,686,098
-87,658
-5% -$4.4M 0.03% 600
2017
Q2 		$87.6M Sell
1,773,756
-108,518
-6% -$5.63M 0.03% 618
2017
Q1 		$103M Sell
1,882,274
-39,841
-2% -$2.23M 0.03% 555
2016
Q4 		$109M Buy
1,922,115
+376,800
+24% +$20.9M 0.04% 503
2016
Q3 		$91.6M Sell
1,545,315
-83,165
-5% -$5.32M 0.03% 558
2016
Q2 		$114M Buy
1,628,480
+703,076
+76% +$51.1M 0.04% 462
2016
Q1 		$72.8M Sell
925,404
-90,165
-9% -$6.56M 0.03% 580
2015
Q4 		$72.7M Buy
1,015,569
+22,834
+2% +$1.53M 0.03% 615
2015
Q3 		$62.4M Sell
992,735
-150,358
-13% -$9.3M 0.02% 680
2015
Q2 		$66.2M Buy
1,143,093
+48,556
+4% +$2.91M 0.02% 718
2015
Q1 		$68.5M Buy
1,094,537
+419,880
+62% +$26.1M 0.03% 672
2014
Q4 		$39.2M Buy
674,657
+47,948
+8% +$2.67M 0.01% 994
2014
Q3 		$31.1M Sell
626,709
-48,306
-7% -$2.48M 0.01% 1108
2014
Q2 		$34.8M Buy
675,015
+45,636
+7% +$2.31M 0.01% 1014
2014
Q1 		$30.8M Sell
629,379
-3,135
-0.5% -$146K 0.01% 1052
2013
Q4 		$27.5M Buy
632,514
+37,179
+6% +$1.75M 0.01% 1115
2013
Q3 		$30M Buy
595,335
+34,425
+6% +$1.62M 0.01% 949
2013
Q2 		$24.2M Buy
+560,910
New +$24.8M 0.01% 1047

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Morgan Stanley's LSI Position: Q3 2023 in Review

Morgan Stanley sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 833,707 shares — an estimated $111M sold.

Morgan Stanley first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $120M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Morgan Stanley reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Morgan Stanley sold 833,707 Life Storage, Inc. shares in Q3 2023, an estimated $111M.
  • Morgan Stanley first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
  • Morgan Stanley's Life Storage, Inc. position peaked at $120M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Morgan Stanley's 13F filing for Q3 2023, filed 15 Nov 2023.