KIM
SELF

Kestra Investment Management’s Global Self Storage SELF Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-2,226
Closed -$11.9K – 1328
2024
Q4 		$11.9K Buy
+2,226
New +$11.4K ﹤0.01% 806

Other funds holding SELF

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

Kestra Investment Management's SELF Position: Q1 2025 in Review

Kestra Investment Management sold out of Global Self Storage (SELF) in Q1 2025, closing a stake of 2,226 shares — an estimated $11.9K sold.

Kestra Investment Management first reported a position in SELF in Q4 2024 and held it in 1 quarter. The position peaked at $11.9K in Q4 2024. 46 funds tracked by Wall St. Rank hold SELF as of Q1 2025.

  • Kestra Investment Management reported no remaining Global Self Storage position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 2,226 Global Self Storage shares in Q1 2025, an estimated $11.9K.
  • Kestra Investment Management first reported a position in Global Self Storage in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Global Self Storage position peaked at $11.9K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Global Self Storage as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.