Creative Planning
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Creative Planning’s Sonida Senior Living SNDA Stock Holding History

Creative Planning’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$810K Buy
+25,118
New +$840K ﹤0.01% 2632
2017
Q3 		– Sell
-4
Closed -$1K – 3438
2017
Q2 		$1K Buy
+4
New +$864 ﹤0.01% 4490

Other funds holding SNDA

CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning's SNDA Position: Q1 2026 in Review

Creative Planning opened a new position in Sonida Senior Living (SNDA) in Q1 2026: 25,118 shares worth $810K. The stake represents ﹤0.01% of the portfolio and ranks #2632 among its holdings. This is a return to the name: Creative Planning previously reported a position in SNDA as recently as Q2 2017.

Creative Planning first reported a position in SNDA in Q2 2017 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

  • Creative Planning held 25,118 shares of Sonida Senior Living worth $810K as of Q1 2026.
  • Sonida Senior Living was a new Creative Planning position in Q1 2026.
  • Sonida Senior Living made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2632 holding.
  • Creative Planning first reported a position in Sonida Senior Living in Q2 2017 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.