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SONIDA SENIOR LIVING, INC. hedge fund holdings

SNDANYSE
$36.72-0.98 (-2.60% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SNDA · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+39.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252914$11.5M$9.11M57Aug 14, 2025
Q3 20252517$9.79M$14.2M59Nov 14, 2025
Q4 20251821$18.6M$24.5M65Feb 14, 2026
Q1 202616816$387M$20.7M218May 15, 2026
Q2 202610791$547M$78.7M215Aug 14, 2026

Quarterly action breakdown

Q2 2026
215 filers
New position
35
$146M+3.58M sh
Increased
72
$401M+9.83M sh
Reduced
53
-$41.3M-1.01M sh
Out / sold
38
-$37.5M-918K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Pertento Partners LLPNew Buy+$96.9M$96.9M5.22%Aug 13, 2026
Capital International InvestorsAdded 88.79%+$63.2M$134M0.03%Aug 12, 2026
Irenic Capital Management LPAdded 56.07%+$27.9M$77.7M3.73%Aug 14, 2026
Tyro Capital Management LLCAdded 1623.28%+$24.1M$25.6M5.75%Aug 13, 2026
Jennison Associates LLCNew Buy+$16.9M$16.9M0.01%Aug 3, 2026
Kennedy Capital Management LLCNew Buy+$14M$14M0.25%Aug 14, 2026
Hazelview Securities Inc.Reduce 47.51%-$13.4M$14.8M2.05%Aug 14, 2026
Arbiter Partners Capital Management LLCAdded 165.57%+$10.2M$16.4M4.32%Aug 19, 2026
Rush Island Management, LPSell 100%-$7.04M$00.00%Aug 14, 2026
J. Goldman & Co LPReduce 27.36%-$6.15M$16.3M0.42%Aug 14, 2026
Solas Capital Management, LLCReduce 24.27%-$4.41M$13.8M7.38%Aug 14, 2026
Voleon Capital Management LPAdded 1320.36%+$3.54M$3.81M0.07%Aug 14, 2026
DigitalBridge Group, Inc.Added 36.88%+$3.41M$12.6M0.76%Aug 14, 2026
Garnet Equity Capital Holdings, Inc.Added 40.35%+$3.16M$11M2.07%Aug 14, 2026
Eversept Partners, LPAdded 260.88%+$3.03M$4.19M0.22%Aug 14, 2026
Numerai GP LLCNew Buy+$2.14M$2.14M0.18%Aug 14, 2026
Investment Management Corp of OntarioNew Buy+$1.77M$1.77M0.02%Aug 14, 2026
CenterBook Partners LPReduce 28.44%-$1.53M$3.85M0.19%Aug 11, 2026
FJ Capital Management LLCSell 100%-$1.47M$00.00%Aug 14, 2026
Norwood Investment Partners, LPNew Buy+$1.42M$1.42M1.96%Aug 12, 2026
Emmett Investment Management, LPAdded 11.21%+$1.1M$10.9M7.64%Aug 14, 2026
Finivi Inc.New Buy+$873K$873K0.45%Jul 9, 2026
Capital Management Associates, IncSell 100%-$852K$00.00%Jul 22, 2026
Fisher Asset Management, LLCSell 100%-$812K$00.00%Aug 4, 2026
MML Investors Services, LLCAdded 87.80%+$699K$1.5M0.00%Aug 7, 2026
BlueStem Wealth Partners, LLCSell 100%-$697K$00.00%Aug 11, 2026
Gaddis Premier Wealth Advisors LLCSell 100%-$657K$00.00%Aug 4, 2026
Cobalt Capital Management, Inc.Sell 100%-$656K$00.00%Aug 14, 2026
Destiny Wealth Partners, LLCSell 100%-$535K$00.00%Aug 7, 2026
Proficio Capital Partners LLCSell 100%-$453K$00.00%Aug 17, 2026
Quinn Opportunity Partners LLCNew Buy+$442K$442K0.02%Aug 14, 2026
Gladstone Institutional Advisory LLCNew Buy+$435K$435K0.01%Jul 27, 2026
NorthRock Partners, LLCReduce 38.86%-$426K$670K0.01%Aug 11, 2026
Axq Capital, LPNew Buy+$422K$422K0.05%Aug 6, 2026
WealthPlan Investment Management, LLCSell 100%-$415K$00.00%Jul 28, 2026
Independent Advisor AllianceReduce 66.42%-$408K$206K0.00%Aug 12, 2026
Longaeva Partners L.P.Sell 100%-$382K$00.00%Aug 14, 2026
Gateway Wealth Partners, LLCReduce 50.22%-$312K$309K0.02%Aug 4, 2026
RFG Advisory, LLCAdded 83.65%+$296K$649K0.01%Jul 15, 2026
Meridian Wealth Advisors, LLCSell 100%-$274K$00.00%Aug 14, 2026
Modern Wealth Management, LLCNew Buy+$266K$266K0.00%Aug 14, 2026
Cannon Wealth Management Services, LLCReduce 54.23%-$264K$222K0.12%Aug 11, 2026
Level Four Advisory Services, LLCNew Buy+$233K$233K0.01%Aug 10, 2026
Clayton Partners LLCAdded 1.83%+$233K$12.9M8.49%Aug 14, 2026
Kovack Advisors, Inc.New Buy+$221K$221K0.01%Jul 29, 2026
Keystone Financial ServicesSell 100%-$214K$00.00%Aug 6, 2026
Beck Capital Management, LLCSell 100%-$213K$00.00%Aug 14, 2026
Potomac Fund Management IncSell 100%-$206K$00.00%Aug 13, 2026
Militia Capital Management LLCReduce 9.16%-$200K$1.99M0.06%Aug 12, 2026
Byrne Financial Freedom, LLCReduce 17.87%-$200K$918K0.36%Jul 30, 2026
Spire Wealth ManagementAdded 63.76%+$148K$379K0.01%Jul 15, 2026
Sound Income Strategies, LLCSell 100%-$131K$00.00%Jul 20, 2026
Fiduciary Financial AdvisorsNew Buy+$110K$110K0.01%Aug 14, 2026
Prosperity Consulting Group, LLCReduce 31.33%-$102K$224K0.01%Aug 13, 2026
Focus Partners Advisor Solutions, LLCReduce 19.39%-$95K$395K0.00%Aug 6, 2026
Ballast Advisors LLCSell 100%-$93.3K$00.00%Aug 12, 2026
BFSG, LLCSell 100%-$91.7K$00.00%Jul 20, 2026
EntryPoint Capital, LLCReduce 10.28%-$83.8K$732K0.18%Aug 13, 2026
BlueChip Wealth Advisors LLCAdded 9.71%+$78.1K$883K0.33%Jul 30, 2026
Sovran Advisors, LLCReduce 8.03%-$57K$653K0.05%Jul 30, 2026
First Pacific FinancialSell 100%-$56.4K$00.00%Jul 20, 2026
First Bancorp, IncNew Buy+$50.5K$50.5K0.02%Aug 11, 2026
Great Valley Advisor Group, Inc.Reduce 16.93%-$43.9K$215K0.00%Aug 10, 2026
Armstrong Advisory Group, IncReduce 11.87%-$41.6K$309K0.02%Jul 13, 2026
Brookstone Capital ManagementReduce 12.58%-$41K$285K0.00%Jul 15, 2026
Mather Group, LLC.Reduce 67.13%-$33.4K$16.4K0.00%Jul 27, 2026
Family Wealth Partners, LLCAdded 7.59%+$32.4K$459K0.14%Jul 10, 2026
Intentional Wealth Strategies, LLCSell 100%-$25.4K$00.00%Jul 28, 2026
World Investment AdvisorsAdded 11.18%+$24.4K$242K0.00%Aug 14, 2026
Lanark Financial, Inc.Sell 100%-$23.6K$00.00%Jul 21, 2026
MassMutual Private Wealth & Trust, FSBNew Buy+$23.1K$23.1K0.00%Jul 2, 2026
MBM Wealth Consultants, LLCSell 100%-$22.4K$00.00%Jul 24, 2026
Tidemark, LLCReduce 41.43%-$21.6K$30.5K0.01%Aug 10, 2026
Pekin Hardy Strauss, Inc.Added 2.43%+$20.5K$865K0.08%Jul 30, 2026
Assetmark, IncReduce 83.54%-$19.3K$3.79K0.00%Jul 30, 2026
Itau Unibanco Holding S.A.Reduce 19.08%-$19.1K$81K0.00%Aug 14, 2026
Farmers & Merchants Investments IncNew Buy+$19.1K$19.1K0.00%Jul 20, 2026
Barrett & Company, Inc.Sell 100%-$13.5K$00.00%Jul 24, 2026
C M Bidwell & Associates LtdNew Buy+$5.18K$5.18K0.00%Aug 11, 2026
Caitlin John, LLCSell 100%-$4.64K$00.00%Aug 17, 2026
Atlantic Edge Private Wealth Management, LLCSell 100%-$4.58K$00.00%Jul 23, 2026
Hamrick Investment Counsel, llcSell 100%-$4.52K$00.00%Aug 13, 2026
Financial Network Wealth Advisors LLCReduce 25.00%-$4.28K$12.9K0.01%Jul 29, 2026
Key Financial IncSell 100%-$3.9K$00.00%Jul 24, 2026
Quarry LPNew Buy+$1.14K$1.14K0.00%Aug 14, 2026

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