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WealthPlan Investment Management’s Sonida Senior Living SNDA Stock Holding History

WealthPlan Investment 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
2026
Q1 		$415K Buy
+12,878
New +$431K 0.02% 331

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

WealthPlan Investment Management's SNDA Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in Sonida Senior Living (SNDA) in Q1 2026: 12,878 shares worth $415K. The stake represents 0.02% of the portfolio and ranks #331 among its holdings.

229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

  • WealthPlan Investment Management held 12,878 shares of Sonida Senior Living worth $415K as of Q1 2026.
  • Sonida Senior Living was a new WealthPlan Investment Management position in Q1 2026.
  • Sonida Senior Living made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #331 holding.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.