Morgan Stanley
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Morgan Stanley’s Sonida Senior Living SNDA Stock Holding History

Morgan Stanley’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 		$4.61M Buy
142,996
+126,276
+755% +$4.23M ﹤0.01% 4198
2025
Q4 		$545K Sell
16,720
-10,434
-38% -$309K ﹤0.01% 5465
2025
Q3 		$753K Buy
27,154
+11,610
+75% +$298K ﹤0.01% 5301
2025
Q2 		$388K Buy
15,544
+2,092
+16% +$49.7K ﹤0.01% 5580
2025
Q1 		$313K Sell
13,452
-10,034
-43% -$238K ﹤0.01% 5543
2024
Q4 		$542K Buy
23,486
+4,267
+22% +$105K ﹤0.01% 5385
2024
Q3 		$514K Buy
19,219
+13,410
+231% +$384K ﹤0.01% 5389
2024
Q2 		$160K Buy
5,809
+900
+18% +$26.2K ﹤0.01% 5767
2024
Q1 		$140K Sell
4,909
-551
-10% -$8.23K ﹤0.01% 5868
2023
Q4 		$52.7K Buy
5,460
+1,999
+58% +$18.7K ﹤0.01% 6369
2023
Q3 		$31.1K Hold
3,461
– – ﹤0.01% 6342
2023
Q2 		$30.2K Sell
3,461
-737
-18% -$5.81K ﹤0.01% 6411
2023
Q1 		$28.5K Sell
4,198
-641
-13% -$8.04K ﹤0.01% 6499
2022
Q4 		$60.5K Sell
4,839
-1,820
-27% -$27.3K ﹤0.01% 6208
2022
Q3 		$108K Sell
6,659
-248
-4% -$4.85K ﹤0.01% 6041
2022
Q2 		$145K Sell
6,907
-143
-2% -$3.95K ﹤0.01% 6065
2022
Q1 		$234K Sell
7,050
-1,980
-22% -$62.1K ﹤0.01% 5832
2021
Q4 		$257K Buy
9,030
+2,577
+40% +$78.2K ﹤0.01% 5929
2021
Q3 		$227K Sell
6,453
-56
-0.9% -$2K ﹤0.01% 5933
2021
Q2 		$322K Buy
6,509
+11
+0.2% +$490 ﹤0.01% 5767
2021
Q1 		$251K Sell
6,498
-490
-7% -$14.2K ﹤0.01% 5527
2020
Q4 		$86K Sell
6,988
-1,281
-15% -$14.7K ﹤0.01% 5971
2020
Q3 		$78K Sell
8,269
-314
-4% -$3.04K ﹤0.01% 5539
2020
Q2 		$91K Buy
8,583
+133
+2% +$1.51K ﹤0.01% 5451
2020
Q1 		$73K Sell
8,450
-105
-1% -$3.59K ﹤0.01% 5318
2019
Q4 		$396K Buy
8,555
+841
+11% +$49.1K ﹤0.01% 5064
2019
Q3 		$506K Sell
7,714
-62
-0.8% -$4.34K ﹤0.01% 4678
2019
Q2 		$587K Sell
7,776
-974
-11% -$61.3K ﹤0.01% 4518
2019
Q1 		$523K Sell
8,750
-1,285
-13% -$116K ﹤0.01% 4520
2018
Q4 		$1.02M Sell
10,035
-900
-8% -$112K ﹤0.01% 4258
2018
Q3 		$1.55M Sell
10,935
-961
-8% -$130K ﹤0.01% 4198
2018
Q2 		$1.9M Sell
11,896
-237
-2% -$39.1K ﹤0.01% 4124
2018
Q1 		$1.96M Sell
12,133
-6,785
-36% -$1.21M ﹤0.01% 4028
2017
Q4 		$3.83M Buy
18,918
+7,467
+65% +$1.6M ﹤0.01% 3384
2017
Q3 		$2.16M Buy
11,451
+454
+4% +$89.1K ﹤0.01% 3816
2017
Q2 		$2.51M Sell
10,997
-256
-2% -$55.3K ﹤0.01% 3590
2017
Q1 		$2.37M Sell
11,253
-699
-6% -$166K ﹤0.01% 3657
2016
Q4 		$2.88M Buy
11,952
+3,840
+47% +$909K ﹤0.01% 3577
2016
Q3 		$2.04M Sell
8,112
-514
-6% -$136K ﹤0.01% 3490
2016
Q2 		$2.29M Sell
8,626
-1,234
-13% -$347K ﹤0.01% 3316
2016
Q1 		$2.74M Sell
9,860
-1,959
-17% -$510K ﹤0.01% 3083
2015
Q4 		$3.7M Buy
11,819
+1,022
+9% +$340K ﹤0.01% 2958
2015
Q3 		$3.25M Buy
10,797
+136
+1% +$44.8K ﹤0.01% 3048
2015
Q2 		$3.92M Buy
10,661
+232
+2% +$89.7K ﹤0.01% 3007
2015
Q1 		$4.06M Buy
10,429
+6,948
+200% +$2.56M ﹤0.01% 2951
2014
Q4 		$1.3M Sell
3,481
-1,877
-35% -$662K ﹤0.01% 3933
2014
Q3 		$1.71M Buy
5,358
+498
+10% +$174K ﹤0.01% 3572
2014
Q2 		$1.74M Buy
4,860
+610
+14% +$221K ﹤0.01% 3599
2014
Q1 		$1.66M Buy
4,250
+937
+28% +$340K ﹤0.01% 3584
2013
Q4 		$1.19M Buy
3,313
+916
+38% +$305K ﹤0.01% 3784
2013
Q3 		$761K Buy
2,397
+417
+21% +$141K ﹤0.01% 4023
2013
Q2 		$709K Buy
+1,980
New +$749K ﹤0.01% 3999

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

Morgan Stanley's SNDA Position: Q1 2026 in Review

Morgan Stanley increased its Sonida Senior Living (SNDA) stake by 755% in Q1 2026, buying an estimated $4.23M and bringing the position to 142,996 shares worth $4.61M. The position accounts for ﹤0.01% of the portfolio, ranked #4198.

Morgan Stanley first reported a position in SNDA in Q2 2013 and has held it in 52 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

  • Morgan Stanley held 142,996 shares of Sonida Senior Living worth $4.61M as of Q1 2026.
  • Morgan Stanley bought 126,276 Sonida Senior Living shares in Q1 2026, an estimated $4.23M.
  • Sonida Senior Living made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4198 holding.
  • Morgan Stanley first reported a position in Sonida Senior Living in Q2 2013 and has held it in 52 quarters since.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.