KA
SELF

Kozak & Associates’s Global Self Storage SELF Stock Holding History

Kozak & Associates’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
Q4 		– Sell
-1
Closed -$5 – 464
2025
Q3 		$3 Sell
1
-1,899
-100% -$9.9K ﹤0.01% 449
2025
Q2 		$10.1K Buy
+1,900
New +$10.1K ﹤0.01% 246

Other funds holding SELF

WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Kozak & Associates's SELF Position: Q4 2025 in Review

Kozak & Associates sold out of Global Self Storage (SELF) in Q4 2025, closing a stake of 1 share — an estimated $5 sold.

Kozak & Associates first reported a position in SELF in Q2 2025 and held it in 2 quarters. The position peaked at $10.1K in Q2 2025. 48 funds tracked by Wall St. Rank hold SELF as of Q4 2025.

  • Kozak & Associates reported no remaining Global Self Storage position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 1 Global Self Storage share in Q4 2025, an estimated $5.
  • Kozak & Associates first reported a position in Global Self Storage in Q2 2025 and held it in 2 quarters.
  • Kozak & Associates's Global Self Storage position peaked at $10.1K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Global Self Storage as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.