UIC
LSI

Uniplan Investment Counsel’s Life Storage, Inc. LSI Stock Holding History

Uniplan Investment Counsel’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
-119,485
Closed -$15.9M – 129
2023
Q2 		$15.9M Sell
119,485
-5,081
-4% -$676K 1.15% 25
2023
Q1 		$16.3M Sell
124,566
-779
-0.6% -$90.1K 1.15% 23
2022
Q4 		$12.3M Sell
125,345
-5,200
-4% -$545K 0.88% 31
2022
Q3 		$14.5M Buy
+130,545
New +$16M 1.11% 29

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

Uniplan Investment Counsel's LSI Position: Q3 2023 in Review

Uniplan Investment Counsel sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 119,485 shares — an estimated $15.9M sold.

Uniplan Investment Counsel first reported a position in LSI in Q3 2022 and held it in 4 quarters. The position peaked at $16.3M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Uniplan Investment Counsel reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Uniplan Investment Counsel sold 119,485 Life Storage, Inc. shares in Q3 2023, an estimated $15.9M.
  • Uniplan Investment Counsel first reported a position in Life Storage, Inc. in Q3 2022 and held it in 4 quarters.
  • Uniplan Investment Counsel's Life Storage, Inc. position peaked at $16.3M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Uniplan Investment Counsel's 13F filing for Q3 2023, filed 14 Nov 2023.