BA
SELF

Bard Associates’s Global Self Storage SELF Stock Holding History

Bard Associates’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
Q1 		$85.1K Sell
16,655
-5,311
-24% -$26.9K 0.02% 159
2025
Q4 		$112K Sell
21,966
-312,079
-93% -$1.57M 0.03% 127
2025
Q3 		$1.68M Sell
334,045
-292,277
-47% -$1.52M 0.45% 64
2025
Q2 		$3.34M Sell
626,322
-20,518
-3% -$110K 1.08% 34
2025
Q1 		$3.26M Sell
646,840
-148
-0% -$759 1.22% 24
2024
Q4 		$3.45M Sell
646,988
-11,996
-2% -$61.4K 1.17% 26
2024
Q3 		$3.43M Sell
658,984
-6,259
-0.9% -$31.7K 1.17% 24
2024
Q2 		$3.23M Sell
665,243
-5,309
-0.8% -$24.7K 1.24% 21
2024
Q1 		$2.98M Sell
670,552
-8,632
-1% -$37.8K 1.07% 28
2023
Q4 		$3.14M Buy
679,184
+1,749
+0.3% +$8.13K 1.19% 22
2023
Q3 		$3.29M Sell
677,435
-881
-0.1% -$4.42K 1.36% 18
2023
Q2 		$3.43M Sell
678,316
-3,512
-0.5% -$17.8K 1.33% 19
2023
Q1 		$3.5M Sell
681,828
-3,205
-0.5% -$16.8K 1.45% 16
2022
Q4 		$3.34M Sell
685,033
-4,653
-0.7% -$23.8K 1.44% 12
2022
Q3 		$4.04M Sell
689,686
-3,313
-0.5% -$19K 1.82% 7
2022
Q2 		$3.9M Buy
692,999
+28,715
+4% +$170K 1.67% 11
2022
Q1 		$3.72M Buy
664,284
+2,255
+0.3% +$13.1K 1.31% 20
2021
Q4 		$3.77M Buy
662,029
+7,388
+1% +$39.2K 1.24% 19
2021
Q3 		$3.37M Buy
654,641
+2,047
+0.3% +$10.7K 1.14% 24
2021
Q2 		$3.4M Buy
652,594
+20,154
+3% +$108K 1.11% 24
2021
Q1 		$3.01M Buy
632,440
+8,707
+1% +$37.9K 1.09% 31
2020
Q4 		$2.5M Buy
+623,733
New +$2.51M 0.99% 31

Other funds holding SELF

WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bard Associates's SELF Position: Q1 2026 in Review

Bard Associates reduced its Global Self Storage (SELF) stake by 24% in Q1 2026, selling an estimated $26.9K and leaving 16,655 shares worth $85.1K. The position accounts for 0.02% of the portfolio, ranked #159.

Bard Associates first reported a position in SELF in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.04M in Q3 2022. 55 funds tracked by Wall St. Rank hold SELF as of Q1 2026.

  • Bard Associates held 16,655 shares of Global Self Storage worth $85.1K as of Q1 2026.
  • Bard Associates sold 5,311 Global Self Storage shares in Q1 2026, an estimated $26.9K.
  • Global Self Storage made up 0.02% of Bard Associates's portfolio in Q1 2026, its #159 holding.
  • Bard Associates first reported a position in Global Self Storage in Q4 2020 and has held it in 22 quarters since.
  • Bard Associates's Global Self Storage position peaked at $4.04M in Q3 2022.
  • 55 funds tracked by Wall St. Rank held Global Self Storage as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.