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Sonida Senior Living, Inc.: which funds bought and sold

Institutions that bought and sold Sonida Senior Living shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 123 institutions that filed 13F reports for both quarters added to or opened positions in Sonida Senior Living, and 101 cut or closed them. Together they added a net 11.7M shares, +45.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.5M shares (+73.6%); index fund managers were net buyers of 4.4M shares (+351.4%). 44 opened a new position and 43 sold out entirely.

Bought, Q2 2026 123 institutions, 44 of them new holders Sold, Q2 2026 101 institutions, 43 of them sold out
Net change, all compared +11.7M shares (+45.3%)
Net change, active managers +3.5M shares (+73.6%), 21 bought, 14 sold

Buyers versus sellers

institutions compared, 268
Active managers and hedge funds 21 bought · 14 sold · +3.5M
Index fund managers 9 bought · 0 sold · +4.4M
Other institutions 93 bought · 87 sold · +3.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Pertento Partners LLP +2.4M New position 2.4M $96.9M
Blackrock, Inc. Index funds +1.8M +422.6% 2.2M $90.5M
Capital International Investors Active manager +1.5M +88.8% 3.3M $134M
Vanguard Capital Management LLC Index funds +925K +254.4% 1.3M $52.6M
Irenic Capital Management LP Hedge fund +684K +56.1% 1.9M $77.7M
Tyro Capital Management LLC +592K +1623.3% 628K $25.6M
Geode Capital Management, LLC Index funds +583K +364.7% 743K $30.3M
Nuveen, LLC +549K +2479.4% 572K $23.3M
State Street Corp Index funds +478K +341.2% 618K $25.2M
Jennison Associates LLC Active manager +415K New position 415K $16.9M
Kennedy Capital Management LLC Active manager +344K New position 344K $14M
Hudson Bay Capital Management LP Hedge fund +256K +1492.5% 274K $11.2M
Arbiter Partners Capital Management LLC +252K +165.6% 404K $16.4M
Citadel Advisors LLC Hedge fund +208K +164.0% 335K $13.7M
Northern Trust Corp Index funds +188K +342.2% 243K $9.9M
Dimensional Fund Advisors LP +165K +267.1% 227K $9.3M
Vanguard Portfolio Management LLC Index funds +161K +502.3% 193K $7.9M
Vanguard Fiduciary Trust Co Index funds +153K +301.5% 203K $8.3M
Qube Research & Technologies Ltd Hedge fund +125K +690.4% 144K $5.9M
First Eagle Investment Management, LLC Active manager +115K New position 115K $4.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Hazelview Securities Inc. −318K −47.5% 351K $14.8M
Jane Street Group, LLC −273K Sold out 0 —
Rush Island Management, LP Hedge fund −218K Sold out 0 —
J. Goldman & Co LP Hedge fund −151K −27.4% 400K $16.3M
Solas Capital Management, LLC −108K −24.3% 338K $13.8M
Bluecrest Capital Management Ltd Hedge fund −90K Sold out 0 —
Renaissance Technologies LLC Hedge fund −77K −56.9% 58K $2.4M
Susquehanna International Group, LLP −62K −84.2% 12K $476,258
Ameriprise Financial Inc −50K −56.4% 39K $1.6M
Fj Capital Management LLC −45K Sold out 0 —
Centerbook Partners LP Hedge fund −38K −28.4% 94K $3.9M
Capital Management Associates, Inc −26K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −26K Sold out 0 —
Fisher Asset Management, LLC Active manager −25K Sold out 0 —
Bluestem Wealth Partners, LLC −22K Sold out 0 —
Quadrature Capital Ltd Hedge fund −21K −48.2% 23K $922,774
Gaddis Premier Wealth Advisors LLC −20K Sold out 0 —
Cobalt Capital Management, Inc. −20K Sold out 0 —
Destiny Wealth Partners, LLC −17K Sold out 0 —
LPL Financial LLC −17K −13.4% 107K $4.4M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Pertento Partners LLP 2.4M $96.9M
Jennison Associates LLCActive manager 415K $16.9M
Kennedy Capital Management LLCActive manager 344K $14M
First Eagle Investment Management, LLCActive manager 115K $4.7M
Point72 Asset Management, L.P.Hedge fund 99K $4M
Walleye Capital LLCHedge fund 63K $2.6M
Numerai Gp LLC 52K $2.1M
Investment Management Corp Of Ontario 43K $1.8M
Norwood Investment Partners, LP 35K $1.4M
Sei Investments Co 25K $1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jane Street Group, LLC 273K $8.8M
Rush Island Management, LPHedge fund 218K $7M
Bluecrest Capital Management LtdHedge fund 90K $2.9M
Fj Capital Management LLC 45K $1.5M
Capital Management Associates, Inc 26K $852,497
D. E. Shaw & Co., Inc.Hedge fund 26K $852,110
Fisher Asset Management, LLCActive manager 25K $811,703
Bluestem Wealth Partners, LLC 22K $697,019
Gaddis Premier Wealth Advisors LLC 20K $656,804
Cobalt Capital Management, Inc. 20K $655,578

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
229
Ten largest holders
74.9%
of 13F-reported shares
Index fund managers
14.9%
of 13F-reported shares
Active managers and hedge funds
21.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 21 14 9 7 +3.5M +73.6%
Index fund managers 9 0 0 0 +4.4M +351.4%
Other institutions 93 87 35 36 +3.9M +19.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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