RIA
LSI

Realta Investment Advisors’s Life Storage, Inc. LSI Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-113
Closed -$8K – 1502
2019
Q4 		$8K Buy
+113
New +$8.07K ﹤0.01% 1218

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Realta Investment Advisors's LSI Position: Q1 2020 in Review

Realta Investment Advisors sold out of Life Storage, Inc. (LSI) in Q1 2020, closing a stake of 113 shares — an estimated $8K sold.

Realta Investment Advisors first reported a position in LSI in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 319 funds tracked by Wall St. Rank hold LSI as of Q1 2020.

  • Realta Investment Advisors reported no remaining Life Storage, Inc. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 113 Life Storage, Inc. shares in Q1 2020, an estimated $8K.
  • Realta Investment Advisors first reported a position in Life Storage, Inc. in Q4 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Life Storage, Inc. position peaked at $8K in Q4 2019.
  • 319 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.