Filing Research | SELF - GLOBAL SELF STORAGE INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	MARATHON CAPITAL MANAGEMENT	Shares	260.8KSH	$1.4M
2	Baker Ellis Asset Management LLC	Shares	37.0KSH	$193.9K
3	PFG Investments, LLC	Shares	35.5KSH	$186.1K
4	AlphaCentric Advisors LLC	Shares	30.0KSH	$157.2K
5	JAMES INVESTMENT RESEARCH, INC.	Shares	24.1KSH	$126.3K
6	Merit Financial Group, LLC	Shares	23.3KSH	$122.1K
7	BROADWATER CAPITAL MANAGEMENT LLC	Shares	2.0KSH	$10.5K
8	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	505SH	$2.6K
9	Capital Advisors, Ltd. LLC	Shares	71SH	$0

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	MARATHON CAPITAL MANAGEMENT added	Shares	+1.2K	+$39.8K	$1.4M
2	Merit Financial Group, LLC added	Shares	+5.3K	+$30.2K	$122.1K
3	Baker Ellis Asset Management LLC added	Shares	+2.0K	+$15.0K	$193.9K
4	PFG Investments, LLC added	Shares	+109	+$5.2K	$186.1K
5	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$3.1K	$126.3K
6	BROADWATER CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$280	$10.5K
7	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
8	Kozak & Associates, Inc. exited	Shares	0	$0	$0
9	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$142	$2.6K
10	AlphaCentric Advisors LLC trimmed	Shares	-5.3K	-$23.0K	$157.2K

Filing Research | SELF - GLOBAL SELF STORAGE INC Institutional Holdings