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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B +$15.1M +130,434 +1%
BlackRock
2
BlackRock
New York
$1.27B +$5.73M +49,558 +0.5%
State Street
3
State Street
Massachusetts
$615M +$1.64M +14,179 +0.3%
Norges Bank
4
Norges Bank
Norway
$397M +$3.13M +27,074 +0.9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$302M +$240M +2,071,426 +902%
JP Morgan Chase
6
JP Morgan Chase
New York
$273M +$182M +1,575,479 +309%
Invesco
7
Invesco
Georgia
$257M -$43.9M -379,785 -16%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$241M -$31.4M -271,346 -13%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$222M -$208M -1,801,252 -52%
TAL
10
TIG Advisors LLC
New York
$193M +$170M +1,472,767 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$191M +$3.96M +34,246 +2%
Deutsche Bank
12
Deutsche Bank
Germany
$180M +$75.2M +649,846 +90%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$157M +$4.69M +40,562 +4%
TCIM
14
TOMS Capital Investment Management
New York
$152M +$134M +1,156,571 New
Franklin Resources
15
Franklin Resources
California
$147M +$121M +1,047,760 +1,494%
Macquarie Group
16
Macquarie Group
Australia
$140M +$3.08M +26,642 +3%
Charles Schwab
17
Charles Schwab
California
$136M +$2.16M +18,637 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$135M -$51.4M -444,666 -30%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$131M -$126K -1,085 -0.1%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$125M -$40.7M -351,882 -27%
Morgan Stanley
21
Morgan Stanley
New York
$120M +$19.9M +172,245 +23%
Prudential Financial
22
Prudential Financial
New Jersey
$110M +$89.5M +773,299 +435%
Northern Trust
23
Northern Trust
Illinois
$108M -$6M -51,846 -6%
N
24
Nuveen
North Carolina
$103M +$33.3M +287,758 +58%
CIM
25
Centersquare Investment Management
Pennsylvania
$93.1M -$132M -1,141,981 -62%

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.