LSI — LIFE STORAGE INC
LSI (LIFE STORAGE INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 44 funds have reported positions historically, with the sum of their latest reported stakes valued at $4.32B. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q2 2023 | 12.34M | $1.64B | 0.04% | Reduce |
| Norges Bank Investment Management history | Q4 2022 | 3.00M | $295.75M | 0.07% | Add |
| JPMorgan Chase & Co history | Q2 2023 | 1.70M | $226.19M | 0.05% | Reduce |
| MFS Investment Management history | Q2 2023 | 1.64M | $218.33M | 0.07% | Reduce |
| Geode Capital Management history | Q2 2023 | 1.52M | $201.89M | 0.02% | Add |
| Balyasny Asset Management history | Q2 2023 | 1.24M | $164.63M | 0.37% | Add |
| Wellington Management Group history | Q2 2023 | 1.22M | $162.24M | 0.03% | Reduce |
| Deutsche Bank AG history | Q2 2023 | 1.14M | $152.21M | 0.08% | Reduce |
| Charles Schwab Investment Management history | Q2 2023 | 1.01M | $134.77M | 0.04% | Reduce |
| BNY Mellon history | Q2 2023 | 987.48K | $131.29M | 0.03% | Reduce |
| Invesco Ltd history | Q2 2023 | 987.34K | $131.28M | 0.04% | Reduce |
| Northern Trust Corp history | Q2 2023 | 959.06K | $127.52M | 0.03% | Add |
| Morgan Stanley history | Q2 2023 | 833.71K | $110.85M | 0.01% | Reduce |
| Millennium Management history | Q2 2023 | 812.19K | $107.99M | 0.05% | Add |
| Prudential Financial history | Q2 2023 | 740.91K | $98.51M | 0.14% | Reduce |
| Legal & General Investment Management America history | Q2 2023 | 678.43K | $90.20M | 0.03% | Reduce |
| Bank of America Corp history | Q2 2023 | 462.15K | $61.45M | 0.01% | Add |
| Principal Global Investors history | Q2 2023 | 319.50K | $42.48M | 0.03% | Reduce |
| Goldman Sachs Group history | Q2 2023 | 212.64K | $28.27M | 0.01% | Reduce |
| UBS Group AG history | Q2 2023 | 177.65K | $23.62M | 0.01% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2021 | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 11.02M | 11.46M | 11.68M | 12.15M | 12.42M | 12.68M | 12.67M | 12.79M | 12.92M | 12.34M |
| JPMorgan Chase & Co | — | — | 1.54M | 874.02K | 839.20K | 683.70K | 684.80K | 509.49K | 1.94M | 1.70M |
| MFS Investment Management | — | 2.77M | 2.69M | 2.32M | — | 1.96M | 1.93M | 2.11M | 1.84M | 1.64M |
| Geode Capital Management | — | — | 1.37M | 1.34M | 1.29M | 1.31M | 1.28M | 1.43M | 1.46M | 1.52M |
| Balyasny Asset Management | — | — | 201.46K | — | — | 541.18K | 466.48K | 830.41K | 706.35K | 1.24M |
| Wellington Management Group | — | — | 4.99M | 4.94M | 3.84M | 2.50M | 3.71M | 3.49M | 1.69M | 1.22M |
| Deutsche Bank AG | — | — | 2.14M | 2.25M | 2.01M | 1.44M | 1.70M | 721.22K | 1.37M | 1.14M |
| Charles Schwab Investment Management | — | — | 1.04M | 1.11M | 1.13M | 1.16M | 955.67K | 1.02M | 1.03M | 1.01M |
| BNY Mellon | — | — | 915.78K | 909.16K | 896.48K | 928.28K | 921.49K | 1.00M | 999.78K | 987.48K |
| Invesco Ltd | — | — | 2.12M | 2.35M | 2.60M | 2.79M | 2.37M | 2.34M | 1.96M | 987.34K |
| Northern Trust Corp | — | — | 834.38K | 1.11M | 1.07M | 1.02M | 982.10K | 874.36K | 822.52K | 959.06K |
| Morgan Stanley | — | — | 770.04K | 684.72K | 582.48K | 745.25K | 900.02K | 742.05K | 914.29K | 833.71K |
| Millennium Management | — | — | 618.26K | 816.41K | 683.80K | 699.72K | 829.08K | 447.97K | 644.59K | 812.19K |
| Prudential Financial | — | — | 970.58K | 1.06M | 1.03M | 849.31K | 239.61K | 177.60K | 950.90K | 740.91K |
| Legal & General Investment Management America | — | — | 622.54K | 664.29K | 649.19K | 677.65K | 652.32K | 668.51K | 683.53K | 678.43K |
| Bank of America Corp | — | — | 239.48K | 353.13K | 351.15K | 343.81K | 321.11K | 257.15K | 268.26K | 462.15K |
| Principal Global Investors | — | — | 270.67K | 278.73K | 278.87K | 332.19K | 329.00K | 333.30K | 336.31K | 319.50K |
| Goldman Sachs Group | — | — | 367.74K | 490.36K | 815.96K | 1.55M | 1.33M | 1.14M | 529.07K | 212.64K |
| UBS Group AG | — | — | 193.53K | 123.06K | 181.38K | 160.75K | 144.74K | 168.39K | 308.03K | 177.65K |
| Fidelity Management & Research (FMR) | — | — | 25.05K | 23.91K | 444.35K | 437.12K | 410.24K | 287.56K | 171.61K | 172.16K |