O'Shaughnessy Asset Management’s Global Self Storage SELF Stock Holding History

O'Shaughnessy Asset 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 Q1	$80.3K	Sell	15,720 -9,464	-38%	-$48K	﹤0.01%	2160
2025 Q4	$128K	Sell	25,184 -3,971	-14%	-$19.9K	﹤0.01%	2080
2025 Q3	$147K	Sell	29,155 -11,126	-28%	-$58K	﹤0.01%	2021
2025 Q2	$215K	Buy	40,281 +15,934	+65%	+$85.1K	﹤0.01%	1800
2025 Q1	$123K	Sell	24,347 -3,503	-13%	-$18K	﹤0.01%	1863
2024 Q4	$148K	Sell	27,850 -2,381	-8%	-$12.2K	﹤0.01%	1804
2024 Q3	$150K	Buy	30,231 +14,237	+89%	+$72.1K	﹤0.01%	1733
2024 Q2	$77.7K	Buy	+15,994	New	+$74.5K	﹤0.01%	1667
2023 Q2	–	Sell	-21,282	Closed	-$109K	–	1567
2023 Q1	$109K	Buy	21,282 +2,026	+11%	+$10.6K	﹤0.01%	1278
2022 Q4	$94K	Sell	19,256 -10,096	-34%	-$51.7K	﹤0.01%	1206
2022 Q3	$172K	Buy	29,352 +8,591	+41%	+$49.3K	﹤0.01%	1096
2022 Q2	$117K	Buy	+20,761	New	+$123K	﹤0.01%	1096

Other funds holding SELF

Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

O'Shaughnessy Asset Management's SELF Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Global Self Storage (SELF) stake by 38% in Q1 2026, selling an estimated $48K and leaving 15,720 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

O'Shaughnessy Asset Management first reported a position in SELF in Q2 2022 and has held it in 12 quarters since. The position peaked at $215K in Q2 2025. 54 funds tracked by Wall St. Rank hold SELF as of Q1 2026.

O'Shaughnessy Asset Management held 15,720 shares of Global Self Storage worth $80.3K as of Q1 2026.
O'Shaughnessy Asset Management sold 9,464 Global Self Storage shares in Q1 2026, an estimated $48K.
Global Self Storage made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2160 holding.
O'Shaughnessy Asset Management first reported a position in Global Self Storage in Q2 2022 and has held it in 12 quarters since.
O'Shaughnessy Asset Management's Global Self Storage position peaked at $215K in Q2 2025.
54 funds tracked by Wall St. Rank held Global Self Storage as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.