PIM
LSI

Perkins Investment Management’s Life Storage, Inc. LSI Stock Holding History

Perkins Investment 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
2017
Q1 		$14.4M Hold
263,217
– – 0.18% 145
2016
Q4 		$15M Sell
263,217
-250,724
-49% -$13.9M 0.19% 148
2016
Q3 		$30.5M Buy
513,941
+189,905
+59% +$12.1M 0.42% 87
2016
Q2 		$22.7M Buy
324,036
+5,155
+2% +$374K 0.34% 97
2016
Q1 		$25.1M Sell
318,881
-239,646
-43% -$17.4M 0.38% 92
2015
Q4 		$40M Sell
558,527
-86,442
-13% -$5.78M 0.58% 61
2015
Q3 		$40.5M Sell
644,969
-123,793
-16% -$7.66M 0.58% 66
2015
Q2 		$44.5M Buy
768,762
+77,820
+11% +$4.66M 0.51% 74
2015
Q1 		$43.3M Buy
690,942
+45,003
+7% +$2.79M 0.43% 82
2014
Q4 		$37.6M Buy
645,939
+52,129
+9% +$2.9M 0.35% 92
2014
Q3 		$29.4M Buy
593,810
+222,123
+60% +$11.4M 0.27% 110
2014
Q2 		$19.1M Buy
+371,687
New +$18.8M 0.16% 133

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Perkins Investment Management's LSI Position: Q1 2017 in Review

Perkins Investment Management held its Life Storage, Inc. (LSI) position steady in Q1 2017 at 263,217 shares worth $14.4M. The position accounts for 0.18% of the portfolio, ranked #145.

Perkins Investment Management first reported a position in LSI in Q2 2014 and has held it in 12 quarters since. The position peaked at $44.5M in Q2 2015. 279 funds tracked by Wall St. Rank hold LSI as of Q1 2017.

  • Perkins Investment Management held 263,217 shares of Life Storage, Inc. worth $14.4M as of Q1 2017.
  • Perkins Investment Management left its Life Storage, Inc. share count unchanged in Q1 2017.
  • Life Storage, Inc. made up 0.18% of Perkins Investment Management's portfolio in Q1 2017, its #145 holding.
  • Perkins Investment Management first reported a position in Life Storage, Inc. in Q2 2014 and has held it in 12 quarters since.
  • Perkins Investment Management's Life Storage, Inc. position peaked at $44.5M in Q2 2015.
  • 279 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.