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SELF

Global Self Storage

42 hedge funds and large institutions have $15.6M invested in Global Self Storage in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $14.5M → $15.6M (+$1.04M)

0.81% less ownership

Funds ownership: 29.26%28.45% (-0.81%)

7% less funds holding

Funds holding: 4542 (-3)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
15
Closed
6
Calls
$105K
Puts
Net Calls
+$105K
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$74.5K -$15.2K -3,256 -18%
KAS
27
Kestra Advisory Services
Texas
$72.9K +$391 +84 +0.6%
HighTower Advisors
28
HighTower Advisors
Illinois
$51K +$727 +156 +2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$50.1K -$2.33K -500 -5%
LSV Asset Management
30
LSV Asset Management
Illinois
$43K
C
31
Covestor
United Kingdom
$32K +$30.7K +6,593 New
FGAM
32
Financial Gravity Asset Management
Texas
$31.2K -$29.9K -6,425 -50%
Osaic Holdings
33
Osaic Holdings
Arizona
$29.5K +$4.25K +913 +18%
Bank of America
34
Bank of America
North Carolina
$22.3K +$424 +91 +2%
Nisa Investment Advisors
35
Nisa Investment Advisors
Missouri
$15.5K
Wells Fargo
36
Wells Fargo
California
$12K -$401 -86 -3%
Barclays
37
Barclays
United Kingdom
$9.79K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1K +$727 +156 +488%
JP Morgan Chase
39
JP Morgan Chase
New York
$126 +$14 +3 +13%
CAM
40
Creekmur Asset Management
Illinois
$57 -$23.6K -5,066 -100%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$5 -$796 -171 -99%
KPWS
42
Kestra Private Wealth Services
Texas
-$148K -33,293 Closed
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
-$121K -27,291 Closed
BRWA
44
B. Riley Wealth Advisors
Florida
-$99.7K -20,520 Closed
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
-$58K -13,095 Closed
BWP
46
Balboa Wealth Partners
Arizona
-$56.9K -12,782 Closed
CWP
47
Core Wealth Partners
California
-$44.5K -10,000 Closed
CAL
48
Capital Advisors Ltd
Ohio
+$51 +11 +18%

SELF Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q2 2024, worth a combined $15.6M — up 7.2% from $14.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SELF and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was Laffer Tengler Investments, opening a new position worth an estimated $352K. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $148K sold.

  • 42 institutional investors held Global Self Storage (SELF) as of Q2 2024, down from 45 in Q1 2024.
  • Funds reported $15.6M of Global Self Storage stock for Q2 2024, up 7.2% quarter-over-quarter.
  • 4 funds opened new Global Self Storage positions in Q2 2024 and 6 closed out, a net change of -2 holders.
  • The largest Global Self Storage buyer in Q2 2024 was Laffer Tengler Investments, an estimated $352K added.
  • The largest Global Self Storage seller in Q2 2024 was Kestra Private Wealth Services, an estimated $148K sold.

Based on aggregated 13F filings for Q2 2024.