Life Storage Inc (LSI) Ownership

110.41 ↓1.37 (-1.23%)

As of February 3, 2023, 12:28pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Life Storage Inc (LSI), owning a total of 12.7 million shares. Combined, the top 23 institutional holders of LSI own 62.89% of the company with a total of 53.5 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders decreased their combined ownership of LSI by 481 thousand shares. 5 institutions bought 1,729,846 total additional shares and increased their ownership by an average of 19.70%. However 15 institutions sold 2,210,579 total shares and decreased their ownership by an average of 7.58%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Life Storage decreased by a net total of -480,733 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	14.905%	-0.054%	12,668,647	-6,896	2022-09-30
BlackRock Inc	11.099%	-1.869%	9,433,753	-179,717	2022-09-30
State Street Corporation	5.362%	-0.391%	4,557,213	-17,874	2022-09-30
Wellington Management Company LLP	4.362%	48.152%	3,707,182	1,204,897	2022-09-30
Amvescap Plc.	2.793%	-15.003%	2,373,989	-419,025	2022-09-30
CenterSquare Investment Management LLC	2.533%	-23.875%	2,152,904	-675,223	2022-09-30
Massachusetts Financial Services Company	2.274%	-1.385%	1,932,841	-27,148	2022-09-30
Deutsche Bank AG	2.002%	18.587%	1,701,867	266,746	2022-09-30
Goldman Sachs Group Inc	1.560%	-14.233%	1,325,574	-219,973	2022-09-30
Geode Capital Management, LLC	1.506%	-2.455%	1,279,783	-32,209	2022-09-30
Dimensional Fund Advisors, Inc.	1.352%	0.136%	1,148,807	1,554	2022-09-30
Lord, Abbett & Co LLC	1.286%	-0.396%	1,092,891	-4,343	2022-09-30
Macquarie Group Ltd	1.281%	-5.317%	1,088,537	-61,122	2022-09-30
CBRE Investment Management Listed Real Assets LLC	1.226%	10.838%	1,041,876	101,875	2022-09-30
Nuveen Asset Management, LLC	1.172%	-3.595%	996,513	-37,165	2022-09-30
Northern Trust Corp	1.155%	-3.937%	982,104	-40,252	2022-09-30
Charles Schwab Investment Management Inc	1.124%	-17.884%	955,675	-208,141	2022-09-30
PGGM Investments	1.110%	-22.558%	943,077	-274,706	2022-09-30
Bank of New York Mellon Corp	1.084%	-0.731%	921,493	-6,785	2022-09-30
Morgan Stanley - Brokerage Accounts	1.059%	20.768%	900,022	154,774	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.905%	-0.054%	12,668,647	-6,896	2022-09-30
BlackRock Inc	11.099%	-1.869%	9,433,753	-179,717	2022-09-30
State Street Corporation	5.362%	-0.391%	4,557,213	-17,874	2022-09-30
Wellington Management Company LLP	4.362%	48.152%	3,707,182	1,204,897	2022-09-30
Amvescap Plc.	2.793%	-15.003%	2,373,989	-419,025	2022-09-30
CenterSquare Investment Management LLC	2.533%	-23.875%	2,152,904	-675,223	2022-09-30
Massachusetts Financial Services Company	2.274%	-1.385%	1,932,841	-27,148	2022-09-30
Deutsche Bank AG	2.002%	18.587%	1,701,867	266,746	2022-09-30
Goldman Sachs Group Inc	1.560%	-14.233%	1,325,574	-219,973	2022-09-30
Geode Capital Management, LLC	1.506%	-2.455%	1,279,783	-32,209	2022-09-30
Dimensional Fund Advisors, Inc.	1.352%	0.136%	1,148,807	1,554	2022-09-30
Lord, Abbett & Co LLC	1.286%	-0.396%	1,092,891	-4,343	2022-09-30
Macquarie Group Ltd	1.281%	-5.317%	1,088,537	-61,122	2022-09-30
CBRE Investment Management Listed Real Assets LLC	1.226%	10.838%	1,041,876	101,875	2022-09-30
Nuveen Asset Management, LLC	1.172%	-3.595%	996,513	-37,165	2022-09-30
Northern Trust Corp	1.155%	-3.937%	982,104	-40,252	2022-09-30
Charles Schwab Investment Management Inc	1.124%	-17.884%	955,675	-208,141	2022-09-30
PGGM Investments	1.110%	-22.558%	943,077	-274,706	2022-09-30
Bank of New York Mellon Corp	1.084%	-0.731%	921,493	-6,785	2022-09-30
Morgan Stanley - Brokerage Accounts	1.059%	20.768%	900,022	154,774	2022-09-30
Prudential Financial Inc	0.999%	-17.607%	849,312	-181,488	2022-06-30
Millennium Management LLC	0.823%	2.329%	699,720	15,922	2022-06-30
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 3.8 million shares. Combined, the top 22 mutual fund holders of LSI own 30.96% of the company with a total of 26.3 million shares.

In the latest ownership report on December 31st 2022, the top 22 fund holders increased their combined ownership of LSI by 54 thousand shares. 5 funds bought 105,582 total additional shares and increased their ownership by an average of 1.47%. However 2 funds sold 51,289 total shares and decreased their ownership by an average of 0.94%.

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 54,293 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	4.432%	-1.111%	3,766,767	-42,312	2022-12-31
Vanguard Total Stock Mkt Idx Inv	3.044%	1.911%	2,587,160	48,505	2022-12-31
Vanguard Small Cap Index	2.577%	0.478%	2,190,076	10,420	2022-12-31
Vanguard Small Cap Value Index Inv	1.803%	1.493%	1,532,429	22,542	2022-12-31
Vanguard Extended Market Index Investor	1.354%	-0.774%	1,150,701	-8,977	2022-12-31
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	2.720%	759,841	20,121	2022-12-31
Vanguard Real Estate II Index	0.628%	0.754%	534,053	3,994	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.432%	-1.111%	3,766,767	-42,312	2022-12-31
iShares Core S&P Mid-Cap ETF	3.087%	-0.038%	2,623,843	-998	2022-12-30
Vanguard Total Stock Mkt Idx Inv	3.044%	1.911%	2,587,160	48,505	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.961%	1.257%	2,516,556	31,232	2022-09-30
Vanguard Small Cap Index	2.577%	0.478%	2,190,076	10,420	2022-12-31
Vanguard Small Cap Value Index Inv	1.803%	1.493%	1,532,429	22,542	2022-12-31
Vanguard Extended Market Index Investor	1.354%	-0.774%	1,150,701	-8,977	2022-12-31
MFS Mid Cap Value A	1.322%	1.063%	1,123,406	11,818	2022-11-30
MFS Mid Cap Value Equity	1.308%	-0.607%	1,111,588	-6,791	2022-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	2.720%	759,841	20,121	2022-12-31
AMOne Shinko US-REIT Open	0.894%	-0.597%	759,569	-4,564	2022-09-05
Wellington Glbl Quality Gr USD S Ac	0.756%	0.000%	642,514	0	2022-11-30
Wellington Global Quality Growth	0.741%	0.000%	629,781	629,781	2022-09-30
Vanguard Explorer Inv	0.727%	0.000%	618,098	0	2022-10-31
Lord Abbett Affiliated A	0.694%	0.000%	590,041	0	2022-10-31
DFA Real Estate Securities I	0.691%	0.000%	587,234	0	2022-11-30
iShares S&P Mid-Cap 400 Growth ETF	0.688%	-0.201%	584,375	-1,175	2022-11-30
Vanguard Real Estate II Index	0.628%	0.754%	534,053	3,994	2022-12-31
Delaware US Small Cap Value Eq SMA	0.592%	0.000%	503,500	0	2022-09-30
Delaware Small Cap Value A	0.592%	0.000%	503,500	0	2022-11-30
Delaware Sm-Cap Val Eq	0.592%	-8.753%	503,500	-48,300	2022-03-31
TIAA-CREF Real Estate Sec Instl	0.588%	0.000%	500,000	0	2022-11-30