Marathon Capital Management’s Global Self Storage SELF Stock Holding History

Marathon Capital 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 Q3	$1.2M	Sell	243,568 -17,216	-7%	-$89.3K	0.24%	68
2026 Q2	$1.37M	Buy	260,784 +1,157	+0.4%	+$6.08K	0.28%	66
2026 Q1	$1.33M	Sell	259,627 -1,524	-0.6%	-$7.72K	0.3%	63
2025 Q4	$1.33M	Sell	261,151 -35,039	-12%	-$176K	0.29%	59
2025 Q3	$1.49M	Sell	296,190 -37,224	-11%	-$194K	0.34%	57
2025 Q2	$1.78M	Sell	333,414 -35,498	-10%	-$190K	0.45%	51
2025 Q1	$1.86M	Sell	368,912 -4,426	-1%	-$22.7K	0.5%	49
2024 Q4	$1.99M	Buy	373,338 +612	+0.2%	+$3.13K	0.5%	47
2024 Q3	$1.94M	Buy	372,726 +2,783	+0.8%	+$14.1K	0.47%	51
2024 Q2	$1.8M	Buy	369,943 +1,693	+0.5%	+$7.88K	0.46%	50
2024 Q1	$1.64M	Buy	368,250 +4,070	+1%	+$17.8K	0.39%	55
2023 Q4	$1.69M	Sell	364,180 -4,042	-1%	-$18.8K	0.42%	57
2023 Q3	$1.79M	Sell	368,222 -6,838	-2%	-$34.3K	0.45%	55
2023 Q2	$1.89M	Buy	375,060 +5,086	+1%	+$25.8K	0.47%	55
2023 Q1	$1.9M	Hold	369,974	–	–	0.47%	52
2022 Q4	$1.81M	Buy	369,974 +8,951	+2%	+$45.9K	0.5%	43
2022 Q3	$2.12M	Buy	+361,023	New	+$2.07M	0.6%	40

Other funds holding SELF

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Marathon Capital Management's SELF Position: Q3 2026 in Review

Marathon Capital Management reduced its Global Self Storage (SELF) stake by 6.6% in Q3 2026, selling an estimated $89.3K and leaving 243,568 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #68.

Marathon Capital Management first reported a position in SELF in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.12M in Q3 2022. 10 funds tracked by Wall St. Rank hold SELF as of Q3 2026.

Marathon Capital Management held 243,568 shares of Global Self Storage worth $1.2M as of Q3 2026.
Marathon Capital Management sold 17,216 Global Self Storage shares in Q3 2026, an estimated $89.3K.
Global Self Storage made up 0.24% of Marathon Capital Management's portfolio in Q3 2026, its #68 holding.
Marathon Capital Management first reported a position in Global Self Storage in Q3 2022 and has held it in 17 quarters since.
Marathon Capital Management's Global Self Storage position peaked at $2.12M in Q3 2022.
10 funds tracked by Wall St. Rank held Global Self Storage as of Q3 2026.

Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.