Life Storage Inc (LSI) Ownership

133.10 ↑0.00 (0.00%)

As of July 19, 2023, 4:40pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Life Storage Inc (LSI), owning a total of 12.3 million shares. Combined, the top 36 institutional holders of LSI own 77.80% of the company with a total of 66.2 million shares.

In the latest ownership report on June 30th 2023, the top 36 institutional holders increased their combined ownership of LSI by 573 thousand shares. 8 institutions bought 3,749,704 total additional shares and increased their ownership by an average of 66.02%. However 12 institutions sold 3,176,667 total shares and decreased their ownership by an average of 12.29%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Life Storage increased by a net total of 573,037 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.499%	-4.530%	12,337,574	-585,444	2023-06-30
BlackRock Inc	11.361%	-0.573%	9,667,366	-55,720	2023-06-30
State Street Corporation	5.498%	-0.249%	4,678,283	-11,663	2023-06-30
T. Rowe Price Associates, Inc.	2.521%	-6.780%	2,144,970	-156,010	2023-06-30
JPMorgan Chase & Co	1.999%	-18.407%	1,701,187	-383,781	2023-06-30
Massachusetts Financial Services Company	1.930%	-10.813%	1,642,075	-199,074	2023-06-30
Geode Capital Management, LLC	1.784%	3.989%	1,518,424	58,239	2023-06-30
Balyasny Asset Management LLC	1.455%	122.556%	1,238,186	681,838	2023-06-30
Wellington Management Company LLP	1.434%	-27.870%	1,220,193	-471,474	2023-06-30
Dimensional Fund Advisors, Inc.	1.417%	0.965%	1,205,525	11,517	2023-06-30
Deutsche Bank AG	1.345%	-16.507%	1,144,744	-226,323	2023-06-30
Eckert Corp	1.225%	0.000%	1,042,000	1,042,000	2023-06-30
Charles Schwab Investment Management Inc	1.191%	-2.028%	1,013,606	-20,977	2023-06-30
Bank of New York Mellon Corp	1.161%	-1.231%	987,475	-12,307	2023-06-30
Amvescap Plc.	1.160%	-49.642%	987,343	-973,306	2023-06-30
First Trust Capital Management L.P.	1.133%	0.000%	964,167	964,167	2023-06-30
Northern Trust Corp	1.127%	16.600%	959,059	136,541	2023-06-30
Pentwater Capital Management LP	1.018%	355.685%	865,802	675,802	2023-06-30
Morgan Stanley - Brokerage Accounts	0.980%	-8.814%	833,707	-80,588	2023-06-30
Millennium Management LLC	0.955%	28.391%	812,194	179,600	2023-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.499%	-4.530%	12,337,574	-585,444	2023-06-30
BlackRock Inc	11.361%	-0.573%	9,667,366	-55,720	2023-06-30
State Street Corporation	5.498%	-0.249%	4,678,283	-11,663	2023-06-30
NORGES BANK	3.529%	121.079%	3,002,559	1,644,419	2022-12-31
T. Rowe Price Associates, Inc.	2.521%	-6.780%	2,144,970	-156,010	2023-06-30
CenterSquare Investment Management LLC	2.177%	-13.974%	1,852,054	-300,850	2022-12-31
JPMorgan Chase & Co	1.999%	-18.407%	1,701,187	-383,781	2023-06-30
Massachusetts Financial Services Company	1.930%	-10.813%	1,642,075	-199,074	2023-06-30
Geode Capital Management, LLC	1.784%	3.989%	1,518,424	58,239	2023-06-30
Test Hedge Fund Mgmt	1.731%	0.000%	1,472,767	1,472,767	2023-03-31
Balyasny Asset Management LLC	1.455%	122.556%	1,238,186	681,838	2023-06-30
Wellington Management Company LLP	1.434%	-27.870%	1,220,193	-471,474	2023-06-30
Dimensional Fund Advisors, Inc.	1.417%	0.965%	1,205,525	11,517	2023-06-30
TOMS Capital Investment Management LP	1.359%	0.000%	1,156,571	1,156,571	2023-03-31
Deutsche Bank AG	1.345%	-16.507%	1,144,744	-226,323	2023-06-30
Goldman Sachs Group Inc	1.337%	-14.208%	1,137,237	-188,337	2022-12-31
Franklin Resources Inc	1.314%	1,494.000%	1,117,891	1,047,760	2023-03-31
Lord, Abbett & Co LLC	1.286%	-0.396%	1,092,891	-4,343	2022-09-30
Macquarie Group Ltd	1.255%	2.559%	1,067,583	26,642	2023-03-31
Eckert Corp	1.225%	0.000%	1,042,000	1,042,000	2023-06-30
Citadel Advisors Llc	1.209%	-30.186%	1,028,443	-444,666	2023-03-31
Charles Schwab Investment Management Inc	1.191%	-2.028%	1,013,606	-20,977	2023-06-30
Nuveen Asset Management, LLC	1.172%	-3.595%	996,513	-37,165	2022-09-30
Bank of New York Mellon Corp	1.161%	-1.231%	987,475	-12,307	2023-06-30
Amvescap Plc.	1.160%	-49.642%	987,343	-973,306	2023-06-30
First Trust Capital Management L.P.	1.133%	0.000%	964,167	964,167	2023-06-30
Northern Trust Corp	1.127%	16.600%	959,059	136,541	2023-06-30
CBRE Investment Management Listed Real Assets LLC	1.123%	-26.920%	955,256	-351,882	2023-03-31
Prudential Investment Management Inc	1.118%	435.421%	950,897	773,299	2023-03-31
Prudential Financial Inc	1.118%	435.421%	950,897	773,299	2023-03-31
PGGM Investments	1.071%	-3.374%	911,260	-31,817	2022-12-31
Pentwater Capital Management LP	1.018%	355.685%	865,802	675,802	2023-06-30
HHG PLC	0.990%	-3.374%	842,428	-29,416	2022-12-31
Morgan Stanley - Brokerage Accounts	0.980%	-8.814%	833,707	-80,588	2023-06-30
Millennium Management LLC	0.955%	28.391%	812,194	179,600	2023-06-30
Ameriprise Financial Inc	0.820%	-8.865%	697,090	-67,811	2022-06-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Life Storage Inc (LSI), owning a total of 3.5 million shares. Combined, the top 47 mutual fund holders of LSI own 42.45% of the company with a total of 36.1 million shares.

In the latest ownership report on June 30th 2023, the top 47 fund holders increased their combined ownership of LSI by 1.5 million shares. 17 funds bought 1,707,129 total additional shares and increased their ownership by an average of 3.15%. However 13 funds sold 221,848 total shares and decreased their ownership by an average of 1.52%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Life Storage increased by a net total of 1,485,281 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.162%	-3.044%	3,541,817	-111,192	2023-06-30
Vanguard Total Stock Mkt Idx Inv	3.108%	0.034%	2,644,730	902	2023-06-30
iShares Core S&P Mid-Cap ETF	3.033%	0.000%	2,581,174	0	2023-06-30
Vanguard Small Cap Index	2.583%	-1.168%	2,197,723	-25,980	2023-06-30
Vanguard Small Cap Value Index Inv	1.790%	-2.178%	1,523,066	-33,915	2023-06-30
MFS Mid Cap Value Equity	1.497%	1.615%	1,273,837	20,245	2023-06-30
MFS Mid Cap Value A	1.497%	2.081%	1,273,837	25,969	2023-06-30
Vanguard Extended Market Index Investor	1.378%	0.203%	1,172,706	2,371	2023-06-30
BlackRock Event Driven Equity Instl	1.191%	0.000%	1,013,373	0	2023-06-30
First Trust Merger Arbitrage Cl I	1.094%	0.000%	931,236	931,236	2023-06-30
Vanguard Explorer Inv	0.871%	0.000%	741,052	0	2023-06-30
SPDR® S&P MIDCAP 400 ETF Trust	0.846%	-2.354%	719,809	-17,349	2023-06-30
T. Rowe Price Value	0.796%	-0.236%	677,600	-1,600	2023-06-30
T. Rowe Price US Value Equity Composite	0.796%	-0.236%	677,600	-1,600	2023-06-30
T. Rowe Price U.S. Value Equity Tr-Z	0.675%	0.280%	574,100	1,600	2023-06-30
DFA Real Estate Securities I	0.640%	-0.945%	544,314	-5,190	2023-06-30
Vanguard Real Estate II Index	0.627%	-2.148%	533,648	-11,715	2023-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.543%	2.144%	462,209	9,700	2023-06-30
Fidelity® Extended Market Index	0.511%	0.473%	434,982	2,049	2023-06-30
DFA Global Real Estate Securities Port	0.445%	0.881%	378,598	3,306	2023-06-30
NexPoint Merger Arbitrage Z	0.407%	0.000%	346,615	346,615	2023-06-30
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.322%	-0.603%	273,890	-1,661	2023-06-30
The Merger Fund A	0.318%	0.000%	270,397	270,397	2023-06-30
DWS Global Real Estate Sec Focus Comp	0.302%	-0.094%	256,674	-241	2023-06-30
T. Rowe Price Real Assets Tr I-Z	0.300%	8.391%	255,101	19,748	2023-06-30
Picton Mahoney Fortified Arbtrg Pl Alt F	0.287%	17.132%	244,068	35,697	2023-06-30
Fidelity® Mid Cap Index	0.277%	1.231%	236,053	2,871	2023-06-30
T. Rowe Price Real Assets	0.264%	3.756%	224,221	8,117	2023-06-30
TIAA-CREF Real Estate Sec Instl	0.235%	0.000%	200,000	0	2023-06-30
BlackRock Extended Mkt Composite	0.234%	6.756%	199,244	12,609	2023-06-30
DWS RREEF Real Estate Securities Instl	0.207%	-0.930%	175,925	-1,652	2023-06-30
BlackRock Extended Equity Market K	0.205%	8.528%	174,314	13,697	2023-06-30
Invesco Real Estate C	0.199%	-0.852%	168,885	-1,451	2023-06-30
JNL/MFS Mid Cap Value A	0.186%	-4.981%	158,380	-8,302	2023-06-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.162%	-3.044%	3,541,817	-111,192	2023-06-30
Vanguard Total Stock Mkt Idx Inv	3.108%	0.034%	2,644,730	902	2023-06-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.087%	1.544%	2,627,094	39,934	2023-03-31
iShares Core S&P Mid-Cap ETF	3.033%	0.000%	2,581,174	0	2023-06-30
Vanguard Small Cap Index	2.583%	-1.168%	2,197,723	-25,980	2023-06-30
Vanguard Small Cap Value Index Inv	1.790%	-2.178%	1,523,066	-33,915	2023-06-30
MFS Mid Cap Value Equity	1.497%	1.615%	1,273,837	20,245	2023-06-30
MFS Mid Cap Value A	1.497%	2.081%	1,273,837	25,969	2023-06-30
Vanguard Extended Market Index Investor	1.378%	0.203%	1,172,706	2,371	2023-06-30
BlackRock Event Driven Equity Instl	1.191%	0.000%	1,013,373	0	2023-06-30
First Trust Merger Arbitrage Cl I	1.094%	0.000%	931,236	931,236	2023-06-30
Vanguard Explorer Inv	0.871%	0.000%	741,052	0	2023-06-30
SPDR® S&P MIDCAP 400 ETF Trust	0.846%	-2.354%	719,809	-17,349	2023-06-30
AMOne Shinko US-REIT Open	0.804%	-9.888%	684,460	-75,109	2023-03-06
T. Rowe Price Value	0.796%	-0.236%	677,600	-1,600	2023-06-30
T. Rowe Price US Value Equity Composite	0.796%	-0.236%	677,600	-1,600	2023-06-30
Wellington Global Quality Growth	0.713%	-3.689%	606,548	-23,233	2022-12-31
Wellington Glbl Quality Gr USD S Ac	0.714%	-5.598%	606,548	-35,966	2022-12-31
Lord Abbett Affiliated A	0.694%	0.000%	590,041	0	2022-10-31
iShares S&P Mid-Cap 400 Growth ETF	0.688%	-0.201%	584,375	-1,175	2022-11-30
T. Rowe Price U.S. Value Equity Tr-Z	0.675%	0.280%	574,100	1,600	2023-06-30
Pictet-Security I USD	0.657%	4.332%	558,963	23,209	2022-10-31
DFA Real Estate Securities I	0.640%	-0.945%	544,314	-5,190	2023-06-30
Vanguard Real Estate II Index	0.627%	-2.148%	533,648	-11,715	2023-06-30
Delaware Sm-Cap Val Eq	0.592%	-8.753%	503,500	-48,300	2022-03-31
Delaware US Small Cap Value Eq SMA	0.592%	0.000%	503,500	0	2022-09-30
Delaware Small Cap Value A	0.582%	0.000%	495,300	0	2023-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.543%	2.144%	462,209	9,700	2023-06-30
State St S&P Midcap® Indx SL Cl II	0.532%	0.981%	452,928	4,400	2023-05-31
Fidelity® Extended Market Index	0.511%	0.473%	434,982	2,049	2023-06-30
Nikko World REIT Mother	0.483%	0.000%	411,114	411,114	2023-01-05
Janus Henderson Global Eq-Property Eq	0.482%	84.491%	409,596	187,582	2022-12-31
DFA Global Real Estate Securities Port	0.445%	0.881%	378,598	3,306	2023-06-30
NexPoint Merger Arbitrage Z	0.407%	0.000%	346,615	346,615	2023-06-30
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.322%	-0.603%	273,890	-1,661	2023-06-30
The Merger Fund A	0.318%	0.000%	270,397	270,397	2023-06-30
DWS Global Real Estate Sec Focus Comp	0.302%	-0.094%	256,674	-241	2023-06-30
T. Rowe Price Real Assets Tr I-Z	0.300%	8.391%	255,101	19,748	2023-06-30
Picton Mahoney Fortified Arbtrg Pl Alt F	0.287%	17.132%	244,068	35,697	2023-06-30
Fidelity® Mid Cap Index	0.277%	1.231%	236,053	2,871	2023-06-30
T. Rowe Price Real Assets	0.264%	3.756%	224,221	8,117	2023-06-30
TIAA-CREF Real Estate Sec Instl	0.235%	0.000%	200,000	0	2023-06-30
BlackRock Extended Mkt Composite	0.234%	6.756%	199,244	12,609	2023-06-30
DWS RREEF Real Estate Securities Instl	0.207%	-0.930%	175,925	-1,652	2023-06-30
BlackRock Extended Equity Market K	0.205%	8.528%	174,314	13,697	2023-06-30
Invesco Real Estate C	0.199%	-0.852%	168,885	-1,451	2023-06-30
JNL/MFS Mid Cap Value A	0.186%	-4.981%	158,380	-8,302	2023-06-30