NGA
LSI

Naples Global Advisors’s Life Storage, Inc. LSI Stock Holding History

Naples Global Advisors’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
-4,386
Closed -$583K – 414
2023
Q2 		$583K Hold
4,386
– – 0.07% 260
2023
Q1 		$575K Buy
4,386
+180
+4% +$20.8K 0.07% 265
2022
Q4 		$414K Sell
4,206
-50
-1% -$5.24K 0.05% 293
2022
Q3 		$471K Buy
4,256
+50
+1% +$6.14K 0.06% 273
2022
Q2 		$470K Sell
4,206
-200
-5% -$24.7K 0.06% 276
2022
Q1 		$619K Hold
4,406
– – 0.07% 257
2021
Q4 		$675K Hold
4,406
– – 0.08% 249
2021
Q3 		$506K Hold
4,406
– – 0.07% 273
2021
Q2 		$473K Buy
4,406
+13
+0.3% +$1.28K 0.07% 270
2021
Q1 		$378K Sell
4,393
-77
-2% -$6.4K 0.06% 289
2020
Q4 		$356K Sell
4,470
-209
-4% -$15.9K 0.06% 283
2020
Q3 		$328K Sell
4,679
-337
-7% -$22.8K 0.06% 274
2020
Q2 		$318K Buy
5,016
+82
+2% +$5.08K 0.07% 270
2020
Q1 		$311K Sell
4,934
-45
-0.9% -$3.22K 0.08% 244
2019
Q4 		$359K Hold
4,979
– – 0.08% 254
2019
Q3 		$350K Sell
4,979
-375
-7% -$25.5K 0.08% 253
2019
Q2 		$339K Sell
5,354
-99
-2% -$6.36K 0.08% 249
2019
Q1 		$354K Hold
5,453
– – 0.09% 236
2018
Q4 		$337K Buy
5,453
+683
+14% +$43.3K 0.1% 237
2018
Q3 		$303K Buy
+4,770
New +$309K 0.08% 261

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

Naples Global Advisors's LSI Position: Q3 2023 in Review

Naples Global Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,386 shares — an estimated $583K sold.

Naples Global Advisors first reported a position in LSI in Q3 2018 and held it in 20 quarters. The position peaked at $675K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Naples Global Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Naples Global Advisors sold 4,386 Life Storage, Inc. shares in Q3 2023, an estimated $583K.
  • Naples Global Advisors first reported a position in Life Storage, Inc. in Q3 2018 and held it in 20 quarters.
  • Naples Global Advisors's Life Storage, Inc. position peaked at $675K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Naples Global Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.