Baker Ellis Asset Management’s Global Self Storage SELF Stock Holding History

Baker Ellis Asset 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
2026 Q3	$187K	Buy	38,000 +1,000	+3%	+$5.18K	0.02%	247
2026 Q2	$194K	Buy	37,000 +2,000	+6%	+$10.5K	0.02%	259
2026 Q1	$179K	Sell	35,000 -4,000	-10%	-$20.3K	0.02%	248
2025 Q4	$199K	Buy	39,000 +6,000	+18%	+$30.1K	0.02%	254
2025 Q3	$166K	Hold	33,000	–	–	0.02%	242
2025 Q2	$176K	Buy	33,000 +5,000	+18%	+$26.7K	0.02%	209
2025 Q1	$141K	Buy	28,000 +4,000	+17%	+$20.5K	0.02%	216
2024 Q4	$128K	Buy	24,000 +4,000	+20%	+$20.5K	0.02%	210
2024 Q3	$104K	Hold	20,000	–	–	0.01%	223
2024 Q2	$97.2K	Hold	20,000	–	–	0.01%	208
2024 Q1	$89K	Hold	20,000	–	–	0.01%	214
2023 Q4	$92.7K	Hold	20,000	–	–	0.01%	213
2023 Q3	$97.2K	Sell	20,000 -2,000	-9%	-$10K	0.02%	200
2023 Q2	$111K	Hold	22,000	–	–	0.02%	203
2023 Q1	$113K	Buy	22,000 +3,000	+16%	+$15.7K	0.02%	202
2022 Q4	$92.7K	Buy	19,000 +5,000	+36%	+$25.6K	0.02%	202
2022 Q3	$82K	Hold	14,000	–	–	0.02%	187
2022 Q2	$79K	Hold	14,000	–	–	0.02%	198
2022 Q1	$78K	Hold	14,000	–	–	0.01%	208
2021 Q4	$80K	Buy	+14,000	New	+$74.3K	0.01%	206

Other funds holding SELF

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $429M AUM 35.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Baker Ellis Asset Management's SELF Position: Q3 2026 in Review

Baker Ellis Asset Management increased its Global Self Storage (SELF) stake by 2.7% in Q3 2026, buying an estimated $5.18K and bringing the position to 38,000 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #247.

Baker Ellis Asset Management first reported a position in SELF in Q4 2021 and has held it in 20 quarters since. The position peaked at $199K in Q4 2025. 21 funds tracked by Wall St. Rank hold SELF as of Q3 2026.

Baker Ellis Asset Management held 38,000 shares of Global Self Storage worth $187K as of Q3 2026.
Baker Ellis Asset Management bought 1,000 Global Self Storage shares in Q3 2026, an estimated $5.18K.
Global Self Storage made up 0.02% of Baker Ellis Asset Management's portfolio in Q3 2026, its #247 holding.
Baker Ellis Asset Management first reported a position in Global Self Storage in Q4 2021 and has held it in 20 quarters since.
Baker Ellis Asset Management's Global Self Storage position peaked at $199K in Q4 2025.
21 funds tracked by Wall St. Rank held Global Self Storage as of Q3 2026.

Based on Baker Ellis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.