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 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

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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 Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Marathon Capital Management's SELF Position: Q2 2026 in Review

Marathon Capital Management increased its Global Self Storage (SELF) stake by 0.45% in Q2 2026, buying an estimated $6.08K and bringing the position to 260,784 shares worth $1.37M. The position accounts for 0.28% of the portfolio, ranked #66.

Marathon Capital Management first reported a position in SELF in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.12M in Q3 2022. 14 funds tracked by Wall St. Rank hold SELF as of Q2 2026.

Marathon Capital Management held 260,784 shares of Global Self Storage worth $1.37M as of Q2 2026.
Marathon Capital Management bought 1,157 Global Self Storage shares in Q2 2026, an estimated $6.08K.
Global Self Storage made up 0.28% of Marathon Capital Management's portfolio in Q2 2026, its #66 holding.
Marathon Capital Management first reported a position in Global Self Storage in Q3 2022 and has held it in 16 quarters since.
Marathon Capital Management's Global Self Storage position peaked at $2.12M in Q3 2022.
14 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.