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Summit Trail Advisors’s Sonida Senior Living SNDA Stock Holding History

Summit Trail Advisors’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 		$267K Buy
+8,294
New +$278K ﹤0.01% 1323
2018
Q1 		– Sell
-24
Closed -$4K – 1470
2017
Q4 		$4K Buy
+24
New +$5.14K ﹤0.01% 1494

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

Summit Trail Advisors's SNDA Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Sonida Senior Living (SNDA) in Q1 2026: 8,294 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1323 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in SNDA as recently as Q4 2017.

Summit Trail Advisors first reported a position in SNDA in Q4 2017 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

  • Summit Trail Advisors held 8,294 shares of Sonida Senior Living worth $267K as of Q1 2026.
  • Sonida Senior Living was a new Summit Trail Advisors position in Q1 2026.
  • Sonida Senior Living made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1323 holding.
  • Summit Trail Advisors first reported a position in Sonida Senior Living in Q4 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 Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.