PI
LSI

PGGM Investments’s Life Storage, Inc. LSI Stock Holding History

PGGM Investments’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
-252,140
Closed -$33.5M – 378
2023
Q2 		$33.5M Hold
252,140
– – 0.54% 41
2023
Q1 		$33.1M Sell
252,140
-659,120
-72% -$76.2M 0.56% 40
2022
Q4 		$89.8M Sell
911,260
-31,817
-3% -$3.33M 1.57% 20
2022
Q3 		$104M Buy
+943,077
New +$116M 1.84% 14
2022
Q1 		$187M Hold
1,217,783
– – 0.93% 23
2021
Q4 		$187M Hold
1,217,783
– – 0.93% 23
2021
Q3 		$140M Buy
1,217,783
+12,656
+1% +$1.51M 0.72% 31
2021
Q2 		$129M Sell
1,205,127
-73,000
-6% -$7.18M 0.55% 36
2021
Q1 		$110M Buy
+1,278,127
New +$106M 0.48% 44
2020
Q1 		– Sell
-1,118,583
Closed -$80.7M – 275
2019
Q4 		$80.7M Sell
1,118,583
-1,531,713
-58% -$109M 0.46% 57
2019
Q3 		$186M Sell
2,650,296
-935,091
-26% -$63.6M 0.89% 32
2019
Q2 		$227M Buy
+3,585,387
New +$230M 1.14% 22

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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

PGGM Investments's LSI Position: Q3 2023 in Review

PGGM Investments sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 252,140 shares — an estimated $33.5M sold.

PGGM Investments first reported a position in LSI in Q2 2019 and held it in 12 quarters. The position peaked at $227M in Q2 2019. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • PGGM Investments reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • PGGM Investments sold 252,140 Life Storage, Inc. shares in Q3 2023, an estimated $33.5M.
  • PGGM Investments first reported a position in Life Storage, Inc. in Q2 2019 and held it in 12 quarters.
  • PGGM Investments's Life Storage, Inc. position peaked at $227M in Q2 2019.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on PGGM Investments's 13F filing for Q3 2023, filed 8 Nov 2023.