SELF · Global Self Storage, Inc. · Holdings

$4.97 +0.11 (+2.28%)

Market Cap

$55.71M

11.42M

Volume · Nov 6 3703 Avg daily vol (3M) 30.72K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of SELF: 13F, 13D and 13G, insiders and funds →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 52

Total Value: $17,749,622

Total Shares: 3,419,484

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 53 13F filers

Top Holder

17.0%

of institutional value

Top 5

55.1%

of institutional value

Top 10

73.0%

of institutional value

HHI

780

Broadly held

Who Holds SELF

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 51 filers, like-for-like change +6.7%; actively managed books +4.4%; index-like books +11.0%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	48.2%	22	+8.0%	1	1
Adviser	18.4%	2	-0.8%	0	0
Bank	7.1%	8	+0.3%	0	1
Broker-dealer	0.8%	1	+0.7%	0	0
Non-US	0.0%	1	+62.3%	0	0
Holding company	15.5%	5	+29.3%	0	0
Unknown	10.0%	12	-6.3%	0	3

Style	Share	Filers	Change	New	Exited
Index-like	36.6%	9	+11.0%	0	0
Systematic-like	6.7%	2	+4.4%	1	0
Concentrated	1.7%	5	-0.9%	0	1
Diversified active	55.0%	35	+4.6%	0	4
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	55.9%	33	+14.8%	0	3
Medium turnover	20.4%	9	-1.1%	0	0
High turnover	7.8%	4	-7.7%	1	2
Unknown	16.0%	5	-0.1%	0	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	16.9%	6	-1.0%	0	0
Medium horizon	17.3%	8	+22.3%	0	0
Long horizon	65.8%	37	+5.3%	1	5
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	32.1%	12	-0.6%	0	0
$1B to $10B	8.8%	6	+61.5%	0	2
$10B to $100B	10.8%	8	-2.1%	0	1
$100B or more	48.3%	25	+7.5%	1	2
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	20.2%	13	+20.6%	0	0
Pooled investment vehicles	6.9%	3	+4.3%	1	0
Registered funds and BDCs	20.5%	5	-0.7%	0	0
Diversified	0.7%	1	0.0%	0	0
Pension and profit sharing plans	0.0%	0	-100.0%	0	1
Other investment advisers	0.0%	0	—	0	0
Unknown	51.8%	29	+5.6%	0	4

Private funds	Share	Filers	Change	New	Exited
Hedge funds	13.9%	4	+37.8%	1	1
Other private funds	2.3%	2	-4.0%	0	0
Private funds, type not stated	0.4%	1	+9.9%	0	0
No private funds	31.7%	15	-0.6%	0	0
Private equity funds	0.0%	0	—	0	0
Unknown	51.8%	29	+5.6%	0	4

Location	Share	Filers	Change	New	Exited
United States	97.7%	47	+6.8%	1	4
Outside the US	2.3%	4	+2.7%	0	1

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 1 holder with no observed 2026-06-30 13F.

Conviction and Crowding

51 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

0.000% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.000%

Mar 31, 2026: 0

Crowding

5.16%

of shares outstanding, 17th percentile

Mar 31, 2026: 4.37%

Private-fund advisers

4.86%

of shares outstanding

Institutional ownership

29.3%

31.9% of the estimated free float

Top 10 holders

75.2%

of 13F shares, Herfindahl 0.082

Active holders

+4.4%

like-for-like share change of active filers

5% stakes on record

1 13D, 0 13G

How long holders have held it value-weighted 14.3 quarters

Under 1 year 28.4% 1 to 3 years 21.9% 3 years or more 49.8% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$5.27

estimated per share

Mar 31, 2026: $5.27

Quarter-end price

$5.24

implied by 13F values

Estimated gain or loss

-0.6%

price against the estimated cost

Estimated at a loss

35.2%

of costed 13F value

Estimated cost covers 31.4% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies SELF's active holders also own, quarter ended Jun 30, 2026

#	Company	Shared holders	Similarity
1	BRK-B Berkshire Hathaway Inc	4	0.029
2	JPM Jpmorgan Chase & Co	3	0.021
3	MSFT Microsoft Corp	3	0.019
4	GOOGL Alphabet Inc.	3	0.019

Shareholder Targets

13F filers that own its peers but not SELF, quarter ended Jun 30, 2026

Found through its holder-overlap peers: BRK-B, JPM, MSFT, GOOGL. 6,846 filers in all.

#	Filer	In peers	Of book	Largest peers
1	VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active	$161,240,571,189 4 held	7.27%	GOOGL, MSFT, JPM
2	NORGES BANK Non-US, Index-like	$117,655,323,891 4 held	11.7%	GOOGL, MSFT, BRK-B
3	Invesco Ltd. Adviser, Diversified active	$99,960,619,359 4 held	7.92%	GOOGL, MSFT, JPM
4	BANK OF AMERICA CORP /DE/ Bank, Diversified active	$92,400,888,775 4 held	5.97%	GOOGL, MSFT, JPM
5	Capital Research Global Investors Adviser, Diversified active	$84,565,907,937 4 held	11.8%	GOOGL, MSFT, JPM
6	Capital World Investors Adviser, Diversified active	$71,337,317,106 4 held	8.46%	GOOGL, MSFT, JPM
7	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Registered adviser, Index-like	$60,998,821,681 4 held	11.1%	GOOGL, MSFT, JPM
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC Registered adviser, Diversified active	$57,804,833,190 4 held	7.69%	GOOGL, MSFT, JPM
9	Bank of New York Mellon Corp Bank, Index-like	$56,329,418,149 4 held	9.26%	GOOGL, MSFT, JPM
10	Legal & General Group Plc Unknown, Index-like	$51,166,947,852 4 held	10.7%	GOOGL, MSFT, JPM

Fund Ownership of SELF by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 5.36% of shares outstanding.

Fund type	Of shares outstanding	Change	Shares	Funds
Index funds	1.27%	+0.04 pp	144,674	6
Index ETFs	4.09%	+0.09 pp	466,993	3
Active ETFs	0.04%	0.00 pp	4,668	1
Active funds	1.02%	+0.68 pp	116,038	5
Unclassified	0.00%	0.00 pp	0	0
All registered funds	6.41%	+0.81 pp	732,373	15

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 21 Adviser 2 Bank 7 Broker-dealer 1 Non-US 1 Holding company 5 Unknown 15

Showing 52 of 52

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

WINMILL & CO. INC

$3,073,258

17.31%

586,500

VANGUARD CAPITAL MANAGEMENT LLC

$2,276,732

12.83%

434,491

BlackRock, Inc.

$2,082,872

11.73%

397,495

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	340,382	$1,783,601	85.6%	Sole
BlackRock Investment Management, LLC	2,068	$10,836	0.5%	Sole
BlackRock Fund Advisors	37,448	$196,227	9.4%	Sole
BlackRock Institutional Trust Company, N.A.	17,597	$92,208	4.4%	Sole

MARATHON CAPITAL MANAGEMENT

$1,195,918

6.74%

243,568

Private Capital Management, LLC

$1,170,285

6.59%

223,337

RENAISSANCE TECHNOLOGIES LLC

$1,037,913

5.85%

198,075

GEODE CAPITAL MANAGEMENT, LLC

$750,624

4.23%

143,249

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	24,523	$128,500	17.1%	Defined
Held directly	118,726	$622,124	82.9%	Defined

WELLS FARGO & COMPANY/MN

$686,010

3.86%

130,918

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	128,917	$675,525	98.5%	Defined
WELLS FARGO CLEARING SERVICES, LLC	2,001	$10,485	1.5%	Defined

MORGAN STANLEY

$407,687

2.30%

77,803

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	16,305	$85,438	21.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	61,498	$322,249	79.0%	Defined

Kestra Advisory Services, LLC

$329,966

1.86%

67,203

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$325,928

1.84%

62,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	62,200	$325,928	100.0%	Other

VANGUARD FIDUCIARY TRUST CO

$318,010

1.79%

60,689

DIMENSIONAL FUND ADVISORS LP

$303,461

1.71%

61,805

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DFA Australia Ltd.	3,818	$18,746	6.2%	Defined
Dimensional Ireland Ltd	1,851	$9,088	3.0%	Defined
Held directly	56,136	$275,627	90.8%	Sole

RAYMOND JAMES FINANCIAL INC

$241,191

1.36%

46,029

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	33,467	$175,367	72.7%	Defined
Raymond James Financial Services Advisors, Inc.	12,562	$65,824	27.3%	Defined

Towneley Capital Management, Inc / DE

$240,820

1.36%

49,047

JANE STREET GROUP, LLC

$210,124

1.18%

40,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	40,100	$210,124	100.0%	Defined

GOLDMAN SACHS GROUP INC

$190,060

1.07%

36,271

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	36,271	$190,060	100.0%	Defined

Baker Ellis Asset Management LLC

$186,580

1.05%

38,000

PFG Investments, LLC

$186,077

1.05%

35,511

WealthTrust Axiom LLC

$167,680

0.94%

32,000

STATE STREET CORP

$165,479

0.93%

31,580

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	31,580	$165,479	100.0%	Defined

Crossingbridge Advisors, LLC

$157,200

0.89%

30,000

Cetera Investment Advisers

$149,088

0.84%

28,452

LPL Financial LLC

$147,621

0.83%

28,172

CITADEL ADVISORS LLC

$144,697

0.82%

27,614

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	27,614	$144,697	100.0%	Defined

Man Group plc

$140,065

0.79%

26,730

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	26,730	$140,065	100.0%	Defined

NORTHERN TRUST CORP

$133,279

0.75%

25,435

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	25,435	$133,279	100.0%	Defined

NewEdge Advisors, LLC

$126,284

0.71%

24,100

Merit Financial Group, LLC

$122,076

0.69%

23,297

UBS Group AG

$121,797

0.69%

23,244

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	21,933	$114,928	94.4%	Defined
UBS AG	1,311	$6,869	5.6%	Defined

JAMES INVESTMENT RESEARCH, INC.

$118,331

0.67%

24,100

PRICE T ROWE ASSOCIATES INC /MD/

$104,648

0.59%

19,971

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	19,971	$104,648	100.0%	Defined

Ethos Financial Group, LLC

$100,477

0.57%

19,175

OPPENHEIMER & CO INC

$91,817

0.52%

18,700

HSBC HOLDINGS PLC

$90,500

0.51%

17,271

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	17,271	$90,500	100.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$89,583

0.50%

17,096

BARD ASSOCIATES INC

$82,011

0.46%

15,651

JPMORGAN CHASE & CO

$70,619

0.40%

13,477

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	13,477	$70,619	100.0%	Defined

BARCLAYS PLC

$55,427

0.31%

10,578

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	10,529	$55,171	99.5%	Defined
BARCLAYS CAPITAL INC.	49	$256	0.5%	Defined

Financial Gravity Companies, Inc.

$33,667

0.19%

6,425

OSAIC HOLDINGS, INC.

$29,998

0.17%

5,725

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	3,417	$17,905	59.7%	Defined
Osaic Advisory Services, LLC	2,308	$12,093	40.3%	Defined

AlphaCentric Advisors LLC

$24,550

0.14%

5,000

Vanguard Global Advisers, LLC

$21,242

0.12%

4,054

SIMPLEX TRADING, LLC

$14,528

0.08%

2,959

BROADWATER CAPITAL MANAGEMENT LLC

$10,480

0.06%

2,000

PNC FINANCIAL SERVICES GROUP, INC.

$9,956

0.06%

1,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	1,900	$9,956	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$4,192

0.02%

800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	800	$4,192	100.0%	Sole

BNP PARIBAS ARBITRAGE, SA

$3,468

0.02%

662

BARTLETT & CO. WEALTH MANAGEMENT LLC

$2,646

0.01%

505

FMR LLC

$2,096

0.01%

400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	400	$2,096	100.0%	Defined

Capital Advisors, Ltd. LLC

$348

0.00%

ACADIAN ASSET MANAGEMENT LLC

$256

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	49	$256	100.0%	Defined

Key facts CIK 1031235 CUSIP 37955N106 13F (30d) 16 filings 11 filers Visit website Investor relations