BC
SELF

Broadwater Capital’s Global Self Storage SELF Stock Holding History

Broadwater Capital’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 		$10.5K Hold
2,000
– – 0.01% 158
2026
Q1 		$10.2K Hold
2,000
– – 0.01% 159
2025
Q4 		$10.2K Hold
2,000
– – 0.01% 159
2025
Q3 		$10.1K Sell
2,000
-8,680
-81% -$45.3K 0.01% 166
2025
Q2 		$10.7M Buy
+10,680
New +$57K 0.01% 162

Other funds holding SELF

MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM

Broadwater Capital's SELF Position: Q2 2026 in Review

Broadwater Capital held its Global Self Storage (SELF) position steady in Q2 2026 at 2,000 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #158.

Broadwater Capital first reported a position in SELF in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.7M in Q2 2025. 14 funds tracked by Wall St. Rank hold SELF as of Q2 2026.

  • Broadwater Capital held 2,000 shares of Global Self Storage worth $10.5K as of Q2 2026.
  • Broadwater Capital left its Global Self Storage share count unchanged in Q2 2026.
  • Global Self Storage made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #158 holding.
  • Broadwater Capital first reported a position in Global Self Storage in Q2 2025 and has held it in 5 quarters since.
  • Broadwater Capital's Global Self Storage position peaked at $10.7M in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.