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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
New York State Common Retirement Fund
176
New York State Common Retirement Fund
New York
$25.8K
IWS
177
Intentional Wealth Strategies
Colorado
$25.4K +$26.4K +789 New
KFG
178
Kingdom Financial Group
Arizona
$23.9K +$24.8K +741 New
LAS
179
Lloyd Advisory Services
Georgia
$23.9K +$24.8K +741 New
NS
180
NBC Securities
Alabama
$23.6K +$24.5K +732 New
BTI
181
Blue Trust Inc
Georgia
$22.7K +$23.5K +703 New
MWC
182
MBM Wealth Consultants
Missouri
$22.4K +$23.3K +695 New
HNW
183
High Note Wealth
Minnesota
$20.2K +$20.9K +625 New
CI
184
CX Institutional
Indiana
$20K +$21K +629 New
AssetMark Inc
185
AssetMark Inc
California
$18.2K +$18.9K +565 New
NEWAS
186
N.E.W. Advisory Services
Wisconsin
$16.5K +$17.1K +512 New
Legal & General Group
187
Legal & General Group
United Kingdom
$15.5K -$1.87K -56 -10%
GWM
188
Geneos Wealth Management
Colorado
$13.8K +$14.4K +429 New
FNWA
189
Financial Network Wealth Advisors
Utah
$13.5K +$14.1K +420 New
BC
190
Barrett & Company
Rhode Island
$13.5K +$14K +418 New
ME
191
McIlrath & Eck
Washington
$12.9K +$13.4K +400 New
SWM
192
SHP Wealth Management
Massachusetts
$10.9K +$11.3K +338 New
AIP
193
Ameritas Investment Partners
Nebraska
$10.8K
PTC
194
Private Trust Company
Ohio
$10.5K +$10.9K +327 New
FLP
195
Financial Life Planners
Arizona
$10.1K +$10.5K +313 New
CFB
196
Cullen/Frost Bankers
Texas
$10K +$10.4K +311 New
California State Teachers Retirement System (CalSTRS)
197
California State Teachers Retirement System (CalSTRS)
California
$9.58K -$1.37K -41 -12%
RCM
198
Raleigh Capital Management
North Carolina
$9.55K +$9.9K +296 New
IAIM
199
International Assets Investment Management
Florida
$9.47K +$9.87K +295 New
SC
200
Swan Capital
Florida
$9.29K +$9.64K +288 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.