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Sonida Senior Living Inc (SNDA)

CUSIP: 140475203 | NYSE | Healthcare · Medical Care Facilities | Small Cap | 335 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/APertento Advisors LLC
with Pertento Master Fund Limited
2,874,4866.0%New 5%+ stakeSep 4, 2026No 13F filer matched
13D/AConversant Capital LLC
with Conversant GP Holdings LLC, Conversant Dallas Parkway (A) LP, Conversant Private GP LLC, +6 more
14,454,52929.5%−1,182,595Aug 21, 202652d ahead of 13F (14,605,874 sh) · −151,345
13G/APertento Advisors LLC2,874,486
6.0% of class · Sep 4, 2026New 5%+ stake
with Pertento Master Fund Limited
No 13F filer matched
13D/AConversant Capital LLC14,454,529
29.5% of class · Aug 21, 2026−1,182,595
with Conversant GP Holdings LLC, Conversant Dallas Parkway (A) LP, Conversant Private GP LLC, +6 more
52d ahead of 13F (14,605,874 sh) · −151,345

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP103,214
0.0% of portfolio›$3.9M
Bank of New York Mellon Corp99,620
0.0% of portfolio›$3.7M
CenterBook Partners LP72,637
0.1% of portfolio›$2.7M
Schwartz Investment Counsel Inc63,283
0.1% of portfolio›$2.4M
Citigroup Inc51,268
0.0% of portfolio›$1.9M
Commonwealth Equity Services, LLC45,082
0.0% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.38,825
0.0% of portfolio›$1.5M
Financial Enhancement Group LLC26,238
0.1% of portfolio›$950.1K
Finivi Inc.21,828
0.4% of portfolio›$820.3K
Kestra Advisory Services, LLC21,327
0.0% of portfolio›$801.5K
Pekin Hardy Strauss, Inc.21,198
0.1% of portfolio›$796.6K
Prescott Group Capital Management, L.L.C.17,604
0.1% of portfolio›$661.6K
RFG Advisory, LLC12,863
0.0% of portfolio›$483.4K
Creative Planning12,207
0.0% of portfolio›$458.7K
Sovran Advisors, LLC11,141
0.0% of portfolio›$381.6K
Wealth Enhancement Advisory Services, LLC10,989
0.0% of portfolio›$395.2K
Family Wealth Partners, LLC9,751
0.1% of portfolio›$366.4K
Fulton Bank, N.A.9,737
0.0% of portfolio›$365.9K
Arizona State Retirement System8,002
0.0% of portfolio›$300.7K
Keybank National Association7,949
0.0% of portfolio›$298.7K
Concurrent Investment Advisors, LLC7,754
0.0% of portfolio›$291.4K
BlueChip Wealth Advisors LLC7,098
0.1% of portfolio›$266.7K
Farther Finance Advisors, LLC6,430
0.0% of portfolio›$241.6K
Armstrong Advisory Group, Inc6,280
0.0% of portfolio›$236.0K
Brookstone Capital Management5,977
0.0% of portfolio›$224.6K
Clear Harbor Asset Management, LLC5,575
0.0% of portfolio›$209.5K
Covestor Ltd4,843
0.3% of portfolio›$182.0K
FNY Investment Advisers, LLC4,500
0.2% of portfolio›$169.0K
Spire Wealth Management3,079
0.0% of portfolio›$115.7K
Tradewinds Capital Management, LLC2,503
0.0% of portfolio›$94.1K
Creative Financial Designs Inc2,372
0.0% of portfolio›$89.1K
State of Alaska, Department of Revenue2,154
0.0% of portfolio›$80
Signaturefd, LLC1,971
0.0% of portfolio›$74.1K
IFP Advisors, Inc1,896
0.0% of portfolio›$71.3K
Main Street Group, LTD1,554
0.0% of portfolio›$58.4K
Westside Investment Management, Inc.1,531
0.0% of portfolio›$57.5K
Provenance Wealth Advisors, LLC1,518
0.0% of portfolio›$57.0K
Nfsg Corp1,415
0.0% of portfolio›$53.2K
Capital Advisors, Ltd. LLC1,409
0.0% of portfolio›$53.0K
First Bancorp, Inc1,237
0.0% of portfolio›$46.5K
Golden State Wealth Management, LLC1,108
0.0% of portfolio›$41.6K
EverSource Wealth Advisors, LLC772
0.0% of portfolio›$29.0K
Exchange Traded Concepts, LLC743
0.0% of portfolio›$27.9K
Kingdom Financial Group Llc.741
0.0% of portfolio›$27.8K
Compass Financial Management LLC707
0.0% of portfolio›$26.6K
Nisa Investment Advisors, LLC678
0.0% of portfolio›$25.5K
CX Institutional629
0.0% of portfolio›$24
High Note Wealth, LLC625
0.0% of portfolio›$23.5K
Private Trust Co NA589
0.0% of portfolio›$22.1K
Sterling Capital Management LLC561
0.0% of portfolio›$21.1K
Larson Financial Group LLC500
0.0% of portfolio›$18.8K
Farmers & Merchants Investments Inc452
0.0% of portfolio›$17.0K
Livelsberger Financial Advisory342
0.1% of portfolio›$12.9K
Financial Network Wealth Advisors LLC315
0.0% of portfolio›$11.8K
Cullen T Bankers, Inc.311
0.0% of portfolio›$11.7K
Raleigh Capital Management Inc.296
0.0% of portfolio›$11.1K
CoreCap Advisors, LLC279
0.0% of portfolio›$10.5K
Ascentis Independent Advisors200
0.0% of portfolio›$7.5K
Blue Trust, Inc.154
0.0% of portfolio›$5.8K
Pacifica Partners Inc.113
0.0% of portfolio›$4.3K
Independence Bank of Kentucky98
0.0% of portfolio›$3.7K
Miller Wealth Advisors, LLC94
0.0% of portfolio›$3.5K
Assetmark, Inc93
0.0% of portfolio›$3.5K
Washington Trust Advisors, Inc.71
0.0% of portfolio›$2.7K
Gamma Investing LLC57
0.0% of portfolio›$2.1K
Parallel Advisors, LLC57
0.0% of portfolio›$2.1K
SJS Investment Consulting Inc.33
0.0% of portfolio›$1.2K
Ascentis Wealth Management, LLC14
0.0% of portfolio›$526
SBI Securities Co., Ltd.11
0.0% of portfolio›$413
Silver Grove Financial Group, Inc.2
0.0% of portfolio›$75
Essential Partners LLC2
0.0% of portfolio›$75
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
103,214$3.9M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
99,620$3.7M0.0%CoreLowNew York, NY2026-11-05
CenterBook Partners LP
72,637$2.7M0.1%ValueVery HighGreenwich, CT2026-11-02
Schwartz Investment Counsel Inc
63,283$2.4M0.1%GrowthMediumPlymouth, MI2026-10-26
Citigroup Inc
51,268$1.9M0.0%CoreMediumNew York, NY2026-11-04
Commonwealth Equity Services, LLC
45,082$1.7M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
38,825$1.5M0.0%ETFLowFairfield, IA2026-11-02
Financial Enhancement Group LLC
26,238$950.1K0.1%ETFMediumAnderson, IN2026-10-08
Finivi Inc.
21,828$820.3K0.4%GrowthMediumWestborough, MA2026-10-13
Kestra Advisory Services, LLC
21,327$801.5K0.0%CoreLowAustin, TX2026-11-02
Pekin Hardy Strauss, Inc.
21,198$796.6K0.1%ValueMediumChicago, IL2026-11-02
Prescott Group Capital Management, L.L.C.
17,604$661.6K0.1%Deep ValueMediumTulsa, OK2026-10-30
RFG Advisory, LLC
12,863$483.4K0.0%ETFMediumBirmingham, AL2026-11-03
Creative Planning
12,207$458.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Sovran Advisors, LLC
11,141$381.6K0.0%ETFMediumSan Diego, CA2026-11-02
Wealth Enhancement Advisory Services, LLC
10,989$395.2K0.0%CoreLowPlymouth, MN2026-10-13
Family Wealth Partners, LLC
9,751$366.4K0.1%ETFLowMatthews, NC2026-10-20
Fulton Bank, N.A.
9,737$365.9K0.0%CoreLowLancaster, PA2026-10-14
Arizona State Retirement System
8,002$300.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
Keybank National Association
7,949$298.7K0.0%CoreLowBrooklyn, OH2026-11-04
Concurrent Investment Advisors, LLC
7,754$291.4K0.0%GrowthMediumTampa, FL2026-10-16
BlueChip Wealth Advisors LLC
7,098$266.7K0.1%ETFMediumMilton, GA2026-11-03
Farther Finance Advisors, LLC
6,430$241.6K0.0%IndexLowSan Francisco, CA2026-10-08
Armstrong Advisory Group, Inc
6,280$236.0K0.0%ETFHighNeedham, MA2026-10-09
Brookstone Capital Management
5,977$224.6K0.0%ETFMediumWheaton, IL2026-10-22
Clear Harbor Asset Management, LLC
5,575$209.5K0.0%CoreLowStamford, CT2026-11-05
Covestor Ltd
4,843$182.0K0.3%ValueHighLondon, United Kingdom2026-10-30
FNY Investment Advisers, LLC
4,500$169.0K0.2%GrowthVery HighNew York, NY2026-10-16
Spire Wealth Management
3,079$115.7K0.0%GrowthMediumMclean, VA2026-10-30
Tradewinds Capital Management, LLC
2,503$94.1K0.0%ETFVery HighBellingham, WA2026-10-23
Creative Financial Designs Inc
2,372$89.1K0.0%ETFMediumKokomo, IN2026-11-04
State of Alaska, Department of Revenue
2,154$800.0%CoreVery LowJuneau, AK2026-10-15
Signaturefd, LLC
1,971$74.1K0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
1,896$71.3K0.0%GrowthLowTampa, FL2026-10-16
Main Street Group, LTD
1,554$58.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Westside Investment Management, Inc.
1,531$57.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Provenance Wealth Advisors, LLC
1,518$57.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Nfsg Corp
1,415$53.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Capital Advisors, Ltd. LLC
1,409$53.0K0.0%ETFLowShaker Heights, OH2026-10-27
First Bancorp, Inc
1,237$46.5K0.0%ValueVery LowDamariscotta, ME2026-10-26
Golden State Wealth Management, LLC
1,108$41.6K0.0%ETFMediumSanta Ana, CA2026-11-02
EverSource Wealth Advisors, LLC
772$29.0K0.0%CoreMediumBirmingham, AL2026-11-04
Exchange Traded Concepts, LLC
743$27.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Kingdom Financial Group Llc.
741$27.8K0.0%ETFMediumPeoria, AZ2026-11-04
Compass Financial Management LLC
707$26.6K0.0%CoreN/ATampa, FL2026-10-30
Nisa Investment Advisors, LLC
678$25.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
CX Institutional
629$240.0%CoreMediumAuburn, IN2026-10-02
High Note Wealth, LLC
625$23.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Private Trust Co NA
589$22.1K0.0%CoreLowCleveland, OH2026-10-20
Sterling Capital Management LLC
561$21.1K0.0%GARPMediumCharlotte, NC2026-10-22
Larson Financial Group LLC
500$18.8K0.0%GrowthLowSt Louis, MO2026-11-05
Farmers & Merchants Investments Inc
452$17.0K0.0%CoreVery LowLincoln, NE2026-10-22
Livelsberger Financial Advisory
342$12.9K0.1%YieldVery LowAshland, OH2026-10-28
Financial Network Wealth Advisors LLC
315$11.8K0.0%ETFLowMurray, UT2026-10-28
Cullen T Bankers, Inc.
311$11.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Raleigh Capital Management Inc.
296$11.1K0.0%CoreMediumCary, NC2026-10-28
CoreCap Advisors, LLC
279$10.5K0.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Independent Advisors
200$7.5K0.0%ETFLowDallas, TX2026-11-03
Blue Trust, Inc.
154$5.8K0.0%ETFLowBrentwood, TN2026-10-15
Pacifica Partners Inc.
113$4.3K0.0%CoreLowSurrey, South Africa2026-10-09
Independence Bank of Kentucky
98$3.7K0.0%GrowthLowOwensboro, KY2026-10-26
Miller Wealth Advisors, LLC
94$3.5K0.0%GrowthLowOuray, CO2026-11-02
Assetmark, Inc
93$3.5K0.0%ETFLowConcord, CA2026-10-21
Washington Trust Advisors, Inc.
71$2.7K0.0%GrowthLowWellesley, MA2026-10-22
Gamma Investing LLC
57$2.1K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
57$2.1K0.0%IndexLowSan Francisco, CA2026-11-03
SJS Investment Consulting Inc.
33$1.2K0.0%ETFVery LowSylvania, OH2026-10-26
Ascentis Wealth Management, LLC
14$5260.0%Agg GrowthLowDallas, TX2026-11-03
SBI Securities Co., Ltd.
11$4130.0%Agg GrowthLowTokyo, Mexico2026-10-22
Silver Grove Financial Group, Inc.
2$750.0%CoreMediumOrchard Park, NY2026-11-05
Essential Partners LLC
2$750.0%ValueMediumRancho Santa Fe, CA2026-10-14