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

Towneley 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 Q1	$247K	Buy	48,375 +682	+1%	+$3.46K	0.05%	37
2025 Q4	$243K	Buy	47,693 +667	+1%	+$3.35K	0.05%	36
2025 Q3	$237K	Buy	47,026 +674	+1%	+$3.51K	0.05%	33
2025 Q2	$248K	Buy	46,352 +622	+1%	+$3.32K	0.06%	33
2025 Q1	$230K	Buy	45,730 +646	+1%	+$3.31K	0.05%	41
2024 Q4	$240K	Buy	45,084 +623	+1%	+$3.19K	0.06%	43
2024 Q3	$232K	Buy	44,461 +617	+1%	+$3.13K	0.05%	37
2024 Q2	$213K	Buy	43,844 +653	+2%	+$3.04K	0.05%	38
2024 Q1	$192K	Hold	43,191	–	–	0.05%	46
2023 Q4	$200K	Buy	+43,191	New	+$201K	0.05%	45

Other funds holding SELF

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 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

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

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

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