Spirit of America Management Corp’s Life Storage, Inc. LSI Stock Holding History

Spirit of America Management Corp’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	-25,850	Closed	-$3.44M	–	243
2023 Q2	$3.44M	Hold	25,850	–	–	0.77%	32
2023 Q1	$3.39M	Hold	25,850	–	–	0.76%	32
2022 Q4	$2.55M	Hold	25,850	–	–	0.57%	43
2022 Q3	$2.86M	Hold	25,850	–	–	0.68%	38
2022 Q2	$2.89M	Buy	25,850 +3,700	+17%	+$457K	0.66%	37
2022 Q1	$3.11M	Buy	22,150 +3,150	+17%	+$424K	0.61%	41
2021 Q4	$2.91M	Buy	19,000 +550	+3%	+$73.5K	0.58%	53
2021 Q3	$2.12M	Buy	18,450 +700	+4%	+$83.2K	0.46%	62
2021 Q2	$1.91M	Buy	17,750 +800	+5%	+$78.7K	0.41%	67
2021 Q1	$1.46M	Hold	16,950	–	–	0.34%	77
2020 Q4	$1.35M	Hold	16,950	–	–	0.34%	89
2020 Q3	$1.19M	Hold	16,950	–	–	0.32%	89
2020 Q2	$1.07M	Sell	16,950 -1,125	-6%	-$69.8K	0.28%	95
2020 Q1	$1.14M	Hold	18,075	–	–	0.37%	80
2019 Q4	$1.3M	Sell	18,075 -600	-3%	-$42.9K	0.23%	102
2019 Q3	$1.31M	Sell	18,675 -2,100	-10%	-$143K	0.21%	103
2019 Q2	$1.32M	Hold	20,775	–	–	0.2%	102
2019 Q1	$1.35M	Hold	20,775	–	–	0.2%	103
2018 Q4	$1.29M	Hold	20,775	–	–	0.2%	101
2018 Q3	$1.32M	Hold	20,775	–	–	0.16%	116
2018 Q2	$1.35M	Hold	20,775	–	–	0.17%	109
2018 Q1	$1.16M	Sell	20,775 -3,000	-13%	-$164K	0.15%	122
2017 Q4	$1.41M	Sell	23,775 -13,500	-36%	-$776K	0.16%	113
2017 Q3	$2.03M	Sell	37,275 -8,775	-19%	-$440K	0.22%	87
2017 Q2	$2.27M	Sell	46,050 -1,500	-3%	-$77.9K	0.25%	85
2017 Q1	$2.6M	Hold	47,550	–	–	0.28%	72
2016 Q4	$2.7M	Hold	47,550	–	–	0.32%	72
2016 Q3	$2.82M	Hold	47,550	–	–	0.37%	67
2016 Q2	$3.33M	Hold	47,550	–	–	0.49%	52
2016 Q1	$3.74M	Hold	47,550	–	–	0.66%	45
2015 Q4	$3.4M	Hold	47,550	–	–	0.65%	47
2015 Q3	$2.99M	Hold	47,550	–	–	0.62%	44
2015 Q2	$2.75M	Hold	47,550	–	–	0.53%	51
2015 Q1	$2.98M	Buy	47,550 +3,000	+7%	+$186K	0.63%	46
2014 Q4	$2.59M	Hold	44,550	–	–	0.66%	40
2014 Q3	$2.21M	Hold	44,550	–	–	0.67%	37
2014 Q2	$2.29M	Hold	44,550	–	–	0.91%	25
2014 Q1	$2.18M	Sell	44,550 -31,991	-42%	-$1.49M	0.9%	25
2013 Q4	$3.33M	Hold	76,541	–	–	2.63%	7
2013 Q3	$3.86M	Hold	76,541	–	–	1.42%	10
2013 Q2	$3.31M	Buy	+76,541	New	+$3.38M	1.19%	18

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

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

Spirit of America Management Corp's LSI Position: Q3 2023 in Review

Spirit of America Management Corp sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 25,850 shares — an estimated $3.44M sold.

Spirit of America Management Corp first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $3.86M in Q3 2013. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Spirit of America Management Corp reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Spirit of America Management Corp sold 25,850 Life Storage, Inc. shares in Q3 2023, an estimated $3.44M.
Spirit of America Management Corp first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
Spirit of America Management Corp's Life Storage, Inc. position peaked at $3.86M in Q3 2013.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Spirit of America Management Corp's 13F filing for Q3 2023, filed 19 Oct 2023.