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
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 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 $445M AUM 26.09% 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 $26.4B AUM 21.05% 1-Year Est. Return

Bartlett & Co Wealth Management's SELF Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Global Self Storage (SELF) position steady in Q1 2026 at 505 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Bartlett & Co Wealth Management first reported a position in SELF in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold SELF as of Q1 2026.

  • Bartlett & Co Wealth Management held 505 shares of Global Self Storage worth $2.79K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Global Self Storage share count unchanged in Q1 2026.
  • Global Self Storage made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1086 holding.
  • Bartlett & Co Wealth Management first reported a position in Global Self Storage in Q3 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Global Self Storage as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.