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

Regent 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
2022 Q2	–	Sell	-1,650	Closed	-$232K	–	213
2022 Q1	$232K	Hold	1,650	–	–	0.05%	195
2021 Q4	$253K	Buy	+1,650	New	+$220K	0.06%	193
2018 Q2	–	Sell	-8,325	Closed	-$464K	–	208
2018 Q1	$464K	Hold	8,325	–	–	0.16%	138
2017 Q4	$494K	Sell	8,325 -525	-6%	-$30.2K	0.16%	138
2017 Q3	$483K	Sell	8,850 -150	-2%	-$7.53K	0.16%	140
2017 Q2	$445K	Buy	+9,000	New	+$467K	0.16%	142

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Regent Investment Management's LSI Position: Q2 2022 in Review

Regent Investment Management sold out of Life Storage, Inc. (LSI) in Q2 2022, closing a stake of 1,650 shares — an estimated $232K sold.

Regent Investment Management first reported a position in LSI in Q2 2017 and held it in 6 quarters. The position peaked at $494K in Q4 2017. 396 funds tracked by Wall St. Rank hold LSI as of Q2 2022.

Regent Investment Management reported no remaining Life Storage, Inc. position as of Q2 2022 after selling out during the quarter.
Regent Investment Management sold 1,650 Life Storage, Inc. shares in Q2 2022, an estimated $232K.
Regent Investment Management first reported a position in Life Storage, Inc. in Q2 2017 and held it in 6 quarters.
Regent Investment Management's Life Storage, Inc. position peaked at $494K in Q4 2017.
396 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2022.

Based on Regent Investment Management's 13F filing for Q2 2022, filed 15 Jul 2022.