BCWM
SELF

Bartlett & Co Wealth Management’s Global Self Storage SELF Stock Holding History

Bartlett & Co 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
2026
Q2 		$2.65K Hold
505
– – ﹤0.01% 1143
2026
Q1 		$2.79K Hold
505
– – ﹤0.01% 1086
2025
Q4 		$2.58K Hold
505
– – ﹤0.01% 1105
2025
Q3 		$2.54K Buy
+505
New +$2.63K ﹤0.01% 1085

Other funds holding SELF

WC
Winmill & Co Walpole, New Hampshire $452M AUM 56.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bartlett & Co Wealth Management's SELF Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Global Self Storage (SELF) position steady in Q2 2026 at 505 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Bartlett & Co Wealth Management first reported a position in SELF in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.79K in Q1 2026. 52 funds tracked by Wall St. Rank hold SELF as of Q2 2026.

  • Bartlett & Co Wealth Management held 505 shares of Global Self Storage worth $2.65K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Global Self Storage share count unchanged in Q2 2026.
  • Global Self Storage made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1143 holding.
  • Bartlett & Co Wealth Management first reported a position in Global Self Storage in Q3 2025 and has held it in 4 quarters since.
  • Bartlett & Co Wealth Management's Global Self Storage position peaked at $2.79K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.