Q1 2026 13F Data|Updated 2026-06-13
Institutional ownership increased this quarter (+51.83 pp), though top 10 holders maintain a highly concentrated 79.7% of institutional value.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SNDA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Conversant Capital LLC | 14.6M | $471.0M | +57.6% | 73.033% | 63.22% |
| 2 | Capital International Investors | 1.7M | $56.2M | — | 8.718% | 0.01% |
| 3 | Irenic Capital Management LP | 1.2M | $39.3M | +1049.3% | 6.099% | 3.91% |
| 4 | Hazelview Securities Inc. | 669K | $21.6M | -13.9% | 3.343% | 4.01% |
| 5 | J. Goldman & Co LP | 551K | $17.8M | +230.7% | 2.753% | 0.56% |
| 6 | Solas Capital Management, LLC | 446K | $14.4M | -2.1% | 2.229% | 8.27% |
| 7 | BlackRock, Inc. | 425K | $13.7M | -4.4% | 2.123% | 0.00% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 364K | $11.7M | — | 1.819% | 0.00% |
| 9 | Clayton Partners LLC | 311K | $10.0M | +11.6% | 1.555% | 7.29% |
| 10 | JANE STREET GROUP, LLC | 273K | $8.8M | — | 1.367% | 0.08% |
| 11 | Obion Capital Management LP | 269K | $8.7M | +38.1% | 1.344% | 8.55% |
| 12 | LuminArx Capital Management LP | 259K | $8.3M | — | 1.294% | 6.27% |
| 13 | Emmett Investment Management, LP | 235K | $7.5M | +11.4% | 1.174% | 5.76% |
| 14 | DigitalBridge Group, Inc. | 226K | $7.3M | — | 1.132% | 0.46% |
| 15 | NORTHWOOD LIQUID MANAGEMENT LP | 218K | $7.0M | — | 1.091% | 0.47% |
| 16 | GARNET EQUITY CAPITAL HOLDINGS, INC. | 192K | $6.2M | — | 0.960% | 3.34% |
| 17 | MAKENA CAPITAL MANAGEMENT LLC | 185K | $6.0M | 0.0% | 0.925% | 0.69% |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 160K | $5.2M | +3.3% | 0.799% | 0.00% |
| 19 | Arbiter Partners Capital Management LLC | 152K | $4.9M | -16.7% | 0.761% | 3.23% |
| 20 | MORGAN STANLEY | 143K | $4.6M | +755.2% | 0.715% | 0.00% |
| 21 | STATE STREET CORP | 140K | $4.5M | +63.3% | 0.701% | 0.00% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 135K | $4.3M | +6.0% | 0.674% | 0.01% |
| 23 | CenterBook Partners LP | 132K | $4.3M | — | 0.660% | 0.23% |
| 24 | CITADEL ADVISORS LLC | 127K | $4.1M | +265.3% | 0.635% | 0.00% |
| 25 | ALLIANCEBERNSTEIN L.P. | 123K | $4.0M | — | 0.613% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SNDA — a direct measure of their conviction.
Filings activity in SNDA during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SNDA position in Q1 2026
Institutions that fully closed their SNDA position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 228 | +235% | 119.02% | +51.83 pp | $834M | +77% |
| Q4 2025 | 68 | +9.7% | 67.19% | +13.15 pp | $471M | +24% |
| Q3 2025 | 62 | +0.0% | 54.04% | 72.16 pp | $379M | 57% |
| Q2 2025 | 62 | +8.8% | 126.20% | +79.55 pp | $885M | +171% |
| Q1 2025 | 57 | 5.0% | 46.65% | +0.85 pp | $327M | +1.9% |
| Q4 2024 | 60 | 6.3% | 45.80% | 1.52 pp | $321M | 3.2% |
| Q3 2024 | 64 | +73% | 47.32% | +9.36 pp | $332M | +25% |
| Q2 2024 | 37 | — | 37.96% | — | $266M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SNDA stock.
Based on Q1 2026 13F filings, institutional ownership of Sonida Senior Living, Inc. stands at 119.0%, held across 228 reporting institutions.
Conversant Capital LLC is the largest reported institutional holder of SNDA, with approximately 14,605,874 shares worth $0.47B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of SNDA, including JANE STREET GROUP, LLC, RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for SNDA is 92 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
170 institutions opened new positions in SNDA during Q1 2026, while 10 fully exited. 33 added to existing positions and 25 trimmed.
SNDA institutional ownership rose by 51.83 percentage points quarter-over-quarter, with a net change of +160 holders.
The top 10 institutions account for 79.7% of all reported 13F value in SNDA, and the top 25 account for 90.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.