KAS
SELF

Kestra Advisory Services’s Global Self Storage SELF Stock Holding History

Kestra Advisory Services’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 		$323K Sell
63,120
-12,249
-16% -$62.1K ﹤0.01% 2564
2025
Q4 		$384K Buy
75,369
+1,496
+2% +$7.51K ﹤0.01% 2341
2025
Q3 		$372K Buy
73,873
+62,954
+577% +$328K ﹤0.01% 2279
2025
Q2 		$58.3K Sell
10,919
-660
-6% -$3.52K ﹤0.01% 2764
2025
Q1 		$58.4K Sell
11,579
-539
-4% -$2.77K ﹤0.01% 2638
2024
Q4 		$64.6K Buy
+12,118
New +$62K ﹤0.01% 2597
2024
Q3 		– Sell
-14,992
Closed -$72.9K – 2711
2024
Q2 		$72.9K Buy
14,992
+84
+0.6% +$391 ﹤0.01% 2541
2024
Q1 		$66.3K Sell
14,908
-1,435
-9% -$6.28K ﹤0.01% 2389
2023
Q4 		$75.7K Buy
+16,343
New +$75.9K ﹤0.01% 2205

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 $5.7T 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 $501B AUM 22.01% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return