WCM
LSI

Windham Capital Management’s Life Storage, Inc. LSI Stock Holding History

Windham Capital 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
2023
Q3 		– Sell
-2,400
Closed -$319K – 89
2023
Q2 		$319K Hold
2,400
– – 0.12% 78
2023
Q1 		$315K Hold
2,400
– – 0.13% 77
2022
Q4 		$236K Hold
2,400
– – 0.09% 71
2022
Q3 		$266K Hold
2,400
– – 0.1% 70
2022
Q2 		$268K Hold
2,400
– – 0.06% 69
2022
Q1 		$337K Hold
2,400
– – 0.07% 68
2021
Q4 		$368K Hold
2,400
– – 0.08% 64
2021
Q3 		$275K Hold
2,400
– – 0.06% 71
2021
Q2 		$258K Hold
2,400
– – 0.05% 66
2021
Q1 		$206K Buy
+2,400
New +$200K 0.04% 71

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

Windham Capital Management's LSI Position: Q3 2023 in Review

Windham Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,400 shares — an estimated $319K sold.

Windham Capital Management first reported a position in LSI in Q1 2021 and held it in 10 quarters. The position peaked at $368K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Windham Capital Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Windham Capital Management sold 2,400 Life Storage, Inc. shares in Q3 2023, an estimated $319K.
  • Windham Capital Management first reported a position in Life Storage, Inc. in Q1 2021 and held it in 10 quarters.
  • Windham Capital Management's Life Storage, Inc. position peaked at $368K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Windham Capital Management's 13F filing for Q3 2023, filed 6 Nov 2023.