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LSI

Life Storage, Inc.

Delisted

LSI was delisted on the 19th of July, 2023.

450 hedge funds and large institutions have $10.6B invested in Life Storage, Inc. in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 154 increasing their positions, 148 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 515 (+10)

38% more capital invested

Capital invested by funds: $7.68B → $10.6B (+$2.93B)

35% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 66

3% more funds holding

Funds holding: 435450 (+15)

4% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 148

13% less call options, than puts

Call options by funds: $241M | Put options by funds: $278M

Holders
450
Holders Change
+15
Holders Change %
+3.45%
% of All Funds
7.17%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.24%
New
89
Increased
154
Reduced
148
Closed
66
Calls
$241M
Puts
$278M
Net Calls
-$36.7M
Net Calls Change
-$36.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
426
Red Tortoise LLC
Georgia
$3.54K
OLVIG
427
Oliver Lagore Vanvalin Investment Group
Michigan
$3.41K
LSA
428
Leonteq Securities AG
Switzerland
$3.41K +$2.43K +21 +420%
CFO
429
CVA Family Office
Colorado
$3.28K +$2.31K +20 +400%
EWA
430
EverSource Wealth Advisors
Alabama
$3.02K +$463 +4 +21%
EI
431
Ellevest Inc
New York
$2.88K
IA
432
IFP Advisors
Florida
$2.5K -$29.5K -255 -90%
BIA
433
Bell Investment Advisors
California
$2.49K +$1.39K +12 +171%
PWMG
434
Prestige Wealth Management Group
New Jersey
$2.36K
SCA
435
Stonebridge Capital Advisors
Minnesota
$2.36K
FMP
436
Financial Management Professionals
Texas
$2K
HFS
437
Hantz Financial Services
Michigan
$2K
BTI
438
Blue Trust Inc
Georgia
$2K +$925 +8 +44%
LFA
439
Level Financial Advisors
New York
$1.71K
BWM
440
Baystate Wealth Management
Massachusetts
$1.63K
PVH
441
Psagot Value Holdings
Israel
$1K +$578 +5 New
TWC
442
TD Waterhouse Canada
Ontario, Canada
$951
FFA
443
Farther Finance Advisors
California
$918
CP
444
Castleview Partners
Texas
$918 +$810 +7 New
AAP
445
Arax Advisory Partners
Colorado
$787
RA
446
Rise Advisors
New York
$787 +$694 +6 New
Commonwealth Equity Services
447
Commonwealth Equity Services
Massachusetts
$539 -$8.79K -76 -2%
UFF
448
USA Financial Formulas
Michigan
$393 +$347 +3 New
VCM
449
Versant Capital Management
Arizona
$131 -$347 -3 -75%
VWM
450
Valley Wealth Managers
New Jersey
$89 -$4.53M -39,183 -100%

LSI Hedge Fund Activity: Q1 2023 in Review

450 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Life Storage, Inc. (LSI) for Q1 2023, worth a combined $10.6B — up 38% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new LSI positions and 66 closed out — a net gain of 23 holders — while 154 added to existing stakes and 148 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $240M. The largest seller was Wellington Management Group, cutting an estimated $208M.

  • 450 institutional investors held Life Storage, Inc. (LSI) as of Q1 2023, up from 435 in Q4 2022.
  • Funds reported $10.6B of Life Storage, Inc. stock for Q1 2023, up 38% quarter-over-quarter.
  • 89 funds opened new Life Storage, Inc. positions in Q1 2023 and 66 closed out, a net change of +23 holders.
  • The largest Life Storage, Inc. buyer in Q1 2023 was T. Rowe Price Associates, an estimated $240M added.
  • The largest Life Storage, Inc. seller in Q1 2023 was Wellington Management Group, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2023.