Naviter Wealth’s Life Storage, Inc. LSI Stock Holding History

Naviter Wealth’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 Q1	–	Sell	-2,661	Closed	-$276K	–	226
2022 Q4	$276K	Buy	2,661 +512	+24%	+$53.6K	0.08%	179
2022 Q3	$238K	Buy	+2,149	New	+$264K	0.1%	172

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

Naviter Wealth's LSI Position: Q1 2023 in Review

Naviter Wealth sold out of Life Storage, Inc. (LSI) in Q1 2023, closing a stake of 2,661 shares — an estimated $276K sold.

Naviter Wealth first reported a position in LSI in Q3 2022 and held it in 2 quarters. The position peaked at $276K in Q4 2022. 449 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

Naviter Wealth reported no remaining Life Storage, Inc. position as of Q1 2023 after selling out during the quarter.
Naviter Wealth sold 2,661 Life Storage, Inc. shares in Q1 2023, an estimated $276K.
Naviter Wealth first reported a position in Life Storage, Inc. in Q3 2022 and held it in 2 quarters.
Naviter Wealth's Life Storage, Inc. position peaked at $276K in Q4 2022.
449 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on Naviter Wealth's 13F filing for Q1 2023, filed 12 Apr 2023.