AWM
SELF

Avior Wealth Management’s Global Self Storage SELF Stock Holding History

Avior Wealth Management’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,795
Closed -$127K – 2037
2024
Q4 		$127K Buy
23,795
+286
+1% +$1.46K ﹤0.01% 827
2024
Q3 		$122K Buy
23,509
+283
+1% +$1.43K ﹤0.01% 825
2024
Q2 		$113K Buy
23,226
+304
+1% +$1.42K ﹤0.01% 826
2024
Q1 		$102K Buy
+22,922
New +$100K ﹤0.01% 950

Other funds holding SELF

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

Avior Wealth Management's SELF Position: Q1 2025 in Review

Avior Wealth Management sold out of Global Self Storage (SELF) in Q1 2025, closing a stake of 23,795 shares — an estimated $127K sold.

Avior Wealth Management first reported a position in SELF in Q1 2024 and held it in 4 quarters. The position peaked at $127K in Q4 2024. 46 funds tracked by Wall St. Rank hold SELF as of Q1 2025.

  • Avior Wealth Management reported no remaining Global Self Storage position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 23,795 Global Self Storage shares in Q1 2025, an estimated $127K.
  • Avior Wealth Management first reported a position in Global Self Storage in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Global Self Storage position peaked at $127K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Global Self Storage as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.