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Sonida Senior Living

229 hedge funds and large institutions have $836M invested in Sonida Senior Living in 2026 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,733% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 6

232% more funds holding

Funds holding: 69229 (+160)

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

84% more capital invested

Capital invested by funds: $453M → $836M (+$383M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

19.5% less ownership

Funds ownership: 74.2%54.7% (-19%)

Holders
229
Holders Change
+160
Holders Change %
+231.88%
% of All Funds
2.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
170
Increased
34
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
76
Ritholtz Wealth Management
New York
$545K +$565K +16,899 New
DWP
77
Destiny Wealth Partners
Florida
$535K +$555K +16,592 New
Bank of New York Mellon
78
Bank of New York Mellon
New York
$519K -$44.8K -1,340 -8%
Charles Schwab
79
Charles Schwab
California
$519K -$50.6K -1,511 -9%
Verition Fund Management
80
Verition Fund Management
Connecticut
$512K +$531K +15,871 New
HAG
81
HighPoint Advisor Group
Illinois
$505K +$524K +15,665 New
GWP
82
Gateway Wealth Partners
Wisconsin
$491K +$509K +15,226 New
IAA
83
Independent Advisor Alliance
North Carolina
$485K +$503K +15,041 New
ECM
84
ExodusPoint Capital Management
New York
$466K +$483K +14,443 New
PCP
85
Proficio Capital Partners
Massachusetts
$453K +$48K +1,435 +11%
TSS
86
Two Sigma Securities
New York
$431K +$447K +13,367 New
WIM
87
WealthPlan Investment Management
Nebraska
$415K +$431K +12,878 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$404K +$410K +12,264 +4,753%
NA
89
NewEdge Advisors
Louisiana
$402K +$417K +12,457 New
FPAS
90
Focus Partners Advisor Solutions
Missouri
$387K +$402K +12,014 New
Two Sigma Investments
91
Two Sigma Investments
New York
$385K +$399K +11,923 New
CWMS
92
Cannon Wealth Management Services
North Carolina
$384K +$399K +11,913 New
LP
93
Longaeva Partners
Illinois
$382K +$396K +11,848 New
Citigroup
94
Citigroup
New York
$379K +$389K +11,613 +9,365%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$374K +$389K +11,624 New
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$357K +$371K +11,083 New
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$348K +$361K +10,787 New
FWP
98
Family Wealth Partners
North Carolina
$337K +$350K +10,454 New
Bank of America
99
Bank of America
North Carolina
$317K +$143K +4,264 +77%
IWC
100
Integrated Wealth Concepts
Massachusetts
$309K +$320K +9,570 New

SNDA Hedge Fund Activity: Q1 2026 in Review

229 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Sonida Senior Living (SNDA) for Q1 2026, worth a combined $836M — up 84% from $453M a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new SNDA positions and 6 closed out — a net gain of 164 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Conversant Capital, adding an estimated $179M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $9.42M sold.

  • 229 institutional investors held Sonida Senior Living (SNDA) as of Q1 2026, up from 69 in Q4 2025.
  • Funds reported $836M of Sonida Senior Living stock for Q1 2026, up 84% quarter-over-quarter.
  • 170 funds opened new Sonida Senior Living positions in Q1 2026 and 6 closed out, a net change of +164 holders.
  • The largest Sonida Senior Living buyer in Q1 2026 was Conversant Capital, an estimated $179M added.
  • The largest Sonida Senior Living seller in Q1 2026 was Alyeska Investment Group, an estimated $9.42M sold.

Based on aggregated 13F filings for Q1 2026.