Ritholtz Wealth Management’s Global Self Storage SELF Stock Holding History

Ritholtz Wealth 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	$55.7K	Sell	10,907 -2,144	-16%	-$10.9K	﹤0.01%	1181
2025 Q4	$66.6K	Sell	13,051 -1,008	-7%	-$5.06K	﹤0.01%	1105
2025 Q3	$70.7K	Sell	14,059 -7,793	-36%	-$40.6K	﹤0.01%	1029
2025 Q2	$117K	Buy	21,852 +11,109	+103%	+$59.3K	﹤0.01%	953
2025 Q1	$54.1K	Sell	10,743 -1,382	-11%	-$7.09K	﹤0.01%	912
2024 Q4	$64.6K	Sell	12,125 -2,553	-17%	-$13.1K	﹤0.01%	845
2024 Q3	$76.5K	Buy	+14,678	New	+$74.3K	﹤0.01%	856
2022 Q4	–	Sell	-12,334	Closed	-$72K	–	714
2022 Q3	$72K	Buy	+12,334	New	+$70.7K	﹤0.01%	695

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

Ritholtz Wealth Management's SELF Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Global Self Storage (SELF) stake by 16% in Q1 2026, selling an estimated $10.9K and leaving 10,907 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Ritholtz Wealth Management first reported a position in SELF in Q3 2022 and has held it in 8 quarters since. The position peaked at $117K in Q2 2025. 54 funds tracked by Wall St. Rank hold SELF as of Q1 2026.

Ritholtz Wealth Management held 10,907 shares of Global Self Storage worth $55.7K as of Q1 2026.
Ritholtz Wealth Management sold 2,144 Global Self Storage shares in Q1 2026, an estimated $10.9K.
Global Self Storage made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1181 holding.
Ritholtz Wealth Management first reported a position in Global Self Storage in Q3 2022 and has held it in 8 quarters since.
Ritholtz Wealth Management's Global Self Storage position peaked at $117K in Q2 2025.
54 funds tracked by Wall St. Rank held Global Self Storage as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.