PAG
LSI

Private Advisor Group’s Life Storage, Inc. LSI Stock Holding History

Private Advisor Group’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
-1,906
Closed -$253K – 2397
2023
Q2 		$253K Sell
1,906
-21,732
-92% -$2.89M ﹤0.01% 1727
2023
Q1 		$3.1M Sell
23,638
-572
-2% -$66.2K 0.03% 535
2022
Q4 		$2.21M Buy
24,210
+924
+4% +$96.8K 0.11% 192
2022
Q3 		$2.58M Buy
23,286
+710
+3% +$87.1K 0.03% 538
2022
Q2 		$2.52M Buy
22,576
+434
+2% +$53.6K 0.02% 641
2022
Q1 		$3.11M Buy
22,142
+214
+1% +$28.8K 0.02% 613
2021
Q4 		$3.36M Sell
21,928
-21,365
-49% -$2.85M 0.03% 606
2021
Q3 		$4.97M Buy
+43,293
New +$5.15M 0.03% 512
2020
Q3 		– Sell
-894
Closed -$57K – 3668
2020
Q2 		$57K Buy
+894
New +$55.4K ﹤0.01% 2028
2016
Q4 		– Sell
-3,578
Closed -$207K – 1349
2016
Q3 		$207K Sell
3,578
-268
-7% -$17.1K 0.01% 1002
2016
Q2 		$271K Buy
3,846
+237
+7% +$17.2K 0.01% 860
2016
Q1 		$284K Buy
+3,609
New +$263K 0.01% 788

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

Private Advisor Group's LSI Position: Q3 2023 in Review

Private Advisor Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,906 shares — an estimated $253K sold.

Private Advisor Group first reported a position in LSI in Q1 2016 and held it in 12 quarters. The position peaked at $4.97M in Q3 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Private Advisor Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Private Advisor Group sold 1,906 Life Storage, Inc. shares in Q3 2023, an estimated $253K.
  • Private Advisor Group first reported a position in Life Storage, Inc. in Q1 2016 and held it in 12 quarters.
  • Private Advisor Group's Life Storage, Inc. position peaked at $4.97M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Private Advisor Group's 13F filing for Q3 2023, filed 3 Nov 2023.