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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
BA
1
Bard Associates
Illinois
$2.98M -$37.8K -8,632 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.29M +$241 +55 +0%
WC
3
Winmill & Co
New York
$1.96M
MCM
4
Marathon Capital Management
Maryland
$1.64M +$17.8K +4,070 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$871K +$93K +21,254 +12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$681K +$105K +24,042 +19%
LPL Financial
7
LPL Financial
California
$534K -$25.9K -5,910 -5%
BlackRock
8
BlackRock
New York
$454K -$12.8K -2,916 -3%
SAM
9
Stansberry Asset Management
Texas
$366K +$360K +82,354 New
Morgan Stanley
10
Morgan Stanley
New York
$240K -$245K -55,964 -51%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$239K +$11.3K +2,589 +5%
TCM
12
Towneley Capital Management
California
$192K
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$149K
KPWS
14
Kestra Private Wealth Services
Texas
$148K +$146K +33,293 New
PCM
15
Perritt Capital Management
Illinois
$134K
State Street
16
State Street
Massachusetts
$122K -$10.9K -2,500 -8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$121K -$23.4K -5,351 -16%
AWM
18
Avior Wealth Management
Nebraska
$102K +$100K +22,922 New
Man Group
19
Man Group
United Kingdom
$101K +$3.26K +745 +3%
BRWA
20
B. Riley Wealth Advisors
Florida
$99.7K
Northern Trust
21
Northern Trust
Illinois
$96.6K
CAN
22
Cetera Advisor Networks
California
$89.9K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$89.9K +$88.4K +20,211 New
BEAM
24
Baker Ellis Asset Management
Washington
$89K
Citadel Advisors
25
Citadel Advisors
Florida
$82.7K +$5.34K +1,221 +7%

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.