PS
LSI

Presima Securities’s Life Storage, Inc. LSI Stock Holding History

Presima Securities’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
-192,525
Closed -$25.6M – 48
2023
Q2 		$25.6M Sell
192,525
-2,300
-1% -$306K 7.02% 4
2023
Q1 		$25.5M Sell
194,825
-73,750
-27% -$8.53M 7.24% 2
2022
Q4 		$26.5M Sell
268,575
-3,400
-1% -$356K 7.63% 2
2022
Q3 		$30.1M Sell
271,975
-5,200
-2% -$638K 8.94% 2
2022
Q2 		$30.9M Buy
277,175
+123,300
+80% +$15.2M 7.6% 2
2022
Q1 		$21.6M Buy
153,875
+38,800
+34% +$5.22M 4.39% 13
2021
Q4 		$17.6M Buy
115,075
+10,400
+10% +$1.39M 3.01% 15
2021
Q3 		$12M Sell
104,675
-41,800
-29% -$4.97M 2.15% 18
2021
Q2 		$15.7M Sell
146,475
-16,600
-10% -$1.63M 2.26% 16
2021
Q1 		$14M Buy
163,075
+115,450
+242% +$9.6M 1.85% 14
2020
Q4 		$3.79M Buy
+47,625
New +$3.63M 0.56% 26

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

Presima Securities's LSI Position: Q3 2023 in Review

Presima Securities sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 192,525 shares — an estimated $25.6M sold.

Presima Securities first reported a position in LSI in Q4 2020 and held it in 11 quarters. The position peaked at $30.9M in Q2 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Presima Securities reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Presima Securities sold 192,525 Life Storage, Inc. shares in Q3 2023, an estimated $25.6M.
  • Presima Securities first reported a position in Life Storage, Inc. in Q4 2020 and held it in 11 quarters.
  • Presima Securities's Life Storage, Inc. position peaked at $30.9M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Presima Securities's 13F filing for Q3 2023, filed 19 Oct 2023.