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SELF

Global Self Storage

45 hedge funds and large institutions have $14.5M invested in Global Self Storage in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.44% less ownership

Funds ownership: 29.7%29.26% (-0.44%)

5% less capital invested

Capital invested by funds: $15.3M → $14.5M (-$756K)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
26
James Investment Research
Ohio
$69.4K
NA
27
NewEdge Advisors
Louisiana
$69.4K
KAS
28
Kestra Advisory Services
Texas
$66.3K -$6.28K -1,435 -9%
FGAM
29
Financial Gravity Asset Management
Texas
$58.3K -$281K -64,250 -83%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$58K -$102K -23,217 -64%
BWP
31
Balboa Wealth Partners
Arizona
$56.9K -$14.5K -3,303 -21%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$48.1K
HighTower Advisors
33
HighTower Advisors
Illinois
$45K +$45.1K +10,299 New
CWP
34
Core Wealth Partners
California
$44.5K +$43.8K +10,000 New
LSV Asset Management
35
LSV Asset Management
Illinois
$40K
Osaic Holdings
36
Osaic Holdings
Arizona
$22.9K +$7.69K +1,757 +52%
CAM
37
Creekmur Asset Management
Illinois
$22.6K -$17.3K -3,962 -44%
Bank of America
38
Bank of America
North Carolina
$20K +$19.7K +4,494 +74,900%
Nisa Investment Advisors
39
Nisa Investment Advisors
Missouri
$14.2K
Wells Fargo
40
Wells Fargo
California
$11.4K -$1.75K -399 -13%
Barclays
41
Barclays
United Kingdom
$8.96K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$764 +$753 +172 New
JP Morgan Chase
43
JP Morgan Chase
New York
$102 +$31 +7 +44%
BAM
44
Burgundy Asset Management
Ontario, Canada
-$328K -70,740 Closed
Victory Capital Management
45
Victory Capital Management
Texas
-$79.4K -17,139 Closed
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
-$68K -14,956 Closed
ASN
47
Advisory Services Network
Georgia
-$17.3K -3,732 Closed
AF
48
Advisornet Financial
Minnesota
-$3.41K -737 Closed
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
-$866 -198 -86%
TRCT
50
Tower Research Capital (TRC)
New York
-$672 -145 Closed

SELF Hedge Fund Activity: Q1 2024 in Review

45 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q1 2024, worth a combined $14.5M — down 4.9% from $15.3M a quarter earlier.

Fund positioning in SELF was balanced in Q1 2024: 8 funds opened new positions, 8 closed out, 10 added to existing stakes and 13 trimmed.

The largest buyer was Stansberry Asset Management, opening a new position worth an estimated $360K. The largest seller was Burgundy Asset Management, exiting entirely with an estimated $328K sold.

  • 45 institutional investors held Global Self Storage (SELF) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $14.5M of Global Self Storage stock for Q1 2024, down 4.9% quarter-over-quarter.
  • 8 funds opened new Global Self Storage positions in Q1 2024 and 8 closed out, a net change of 0 holders.
  • The largest Global Self Storage buyer in Q1 2024 was Stansberry Asset Management, an estimated $360K added.
  • The largest Global Self Storage seller in Q1 2024 was Burgundy Asset Management, an estimated $328K sold.

Based on aggregated 13F filings for Q1 2024.