Global Self Storage
SELF
28 hedge funds and large institutions have $12M invested in Global Self Storage in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
13% more capital invested
Capital invested by funds: $10.6M → $12M (+$1.38M)
8% more funds holding
Funds holding: 26 → 28 (+2)
2.02% less ownership
Funds ownership: 23.94% → 21.92% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
+$108K |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$104K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$103K |
| 4 |
State Street
Boston,
Massachusetts
|
+$91.9K |
| 5 |
LPL Financial
San Diego,
California
|
+$76.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$185K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$44K |
| 3 |
MRCM
M&R Capital Management
Summit,
New Jersey
|
-$4K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.25K |
| 5 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $4K | – | – | – |
|
27
Nisa Investment Advisors
St. Louis,
Missouri
| $23 | – | – | – |
|
|
IAIM
28
International Assets Investment Management
Orlando,
Florida
| – | -$44K | -11,000 | Closed |
|
|
MRCM
29
M&R Capital Management
Summit,
New Jersey
| – | -$4K | -1,000 | Closed |
|
|
WCM
30
Wealthcare Capital Management
Richmond,
Virginia
| – | -$3K | -649 | Closed |
|
|
31
Bank of America
Charlotte,
North Carolina
| – | -$3.25K | -609 | -91% |
|
SELF Hedge Fund Activity: Q2 2021 in Review
28 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q2 2021, worth a combined $12M — up 13% from $10.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SELF positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Bard Associates, adding an estimated $108K. The largest seller was BlackRock, cutting an estimated $185K.
- 28 institutional investors held Global Self Storage (SELF) as of Q2 2021, up from 26 in Q1 2021.
- Funds reported $12M of Global Self Storage stock for Q2 2021, up 13% quarter-over-quarter.
- 5 funds opened new Global Self Storage positions in Q2 2021 and 3 closed out, a net change of +2 holders.
- The largest Global Self Storage buyer in Q2 2021 was Bard Associates, an estimated $108K added.
- The largest Global Self Storage seller in Q2 2021 was BlackRock, an estimated $185K sold.
Based on aggregated 13F filings for Q2 2021.