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Nicola Wealth Management’s Sonida Senior Living SNDA Stock Holding History

Nicola Wealth Management’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
2025
Q3 		– Sell
-54,977
Closed -$1.37M – 103
2025
Q2 		$1.37M Sell
54,977
-5,292
-9% -$126K 0.13% 88
2025
Q1 		$1.4M Buy
60,269
+1,983
+3% +$47K 0.14% 93
2024
Q4 		$1.93M Hold
58,286
– – 0.18% 86
2024
Q3 		$2.11M Buy
58,286
+22,600
+63% +$648K 0.17% 86
2024
Q2 		$1.34M Buy
+35,686
New +$1.04M 0.12% 99

Other funds holding SNDA

CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return

Nicola Wealth Management's SNDA Position: Q3 2025 in Review

Nicola Wealth Management sold out of Sonida Senior Living (SNDA) in Q3 2025, closing a stake of 54,977 shares — an estimated $1.37M sold.

Nicola Wealth Management first reported a position in SNDA in Q2 2024 and held it in 5 quarters. The position peaked at $2.11M in Q3 2024. 64 funds tracked by Wall St. Rank hold SNDA as of Q3 2025.

  • Nicola Wealth Management reported no remaining Sonida Senior Living position as of Q3 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 54,977 Sonida Senior Living shares in Q3 2025, an estimated $1.37M.
  • Nicola Wealth Management first reported a position in Sonida Senior Living in Q2 2024 and held it in 5 quarters.
  • Nicola Wealth Management's Sonida Senior Living position peaked at $2.11M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.