Security

SNDA SONIDA SENIOR LIVING INC

COMMON
CUSIP: 140475203
Institutional Holders68
Total Institutional Value$471,003,702
Total Shares Held14,488,072
Avg Position$6,926,525
Top 5 Holders %79.5%
Alpha-Weighted Score82.6
New Positions+11
Exited Positions-7

Top 15 Institutional Holders by Value

New   Increased   Decreased   Unchanged

Institutional Holders — Q4 25

ManagerAlphaFlowValueSharesChange
CONVERSANT CAPITAL LLCElite ConvictionMinimal Flow$302,120,334 (64.1%)9,264,65317.6%
TIMBERCREEK INVESTMENT MANAGEMENT INC.Elite ConvictionMinimal Flow$24,808,812 (5.3%)776,975-
TYRO CAPITAL MANAGEMENT LLCHigh ConvictionMinimal Flow$18,292,790 (3.9%)560,957NEW
SOLAS CAPITAL MANAGEMENT, LLCHigh ConvictionMinimal Flow$14,855,062 (3.2%)455,53714.6%
BLACKROCK FUNDING, INC. /DEHigh ConvictionMarket Mover$14,480,863 (3.1%)444,06219.5%
VANGUARD GROUP INCHigh ConvictionMarket Mover$12,181,694 (2.6%)373,5572.3%
ALYESKA INVESTMENT GROUP, L.P.High ConvictionSignificant Flow$9,419,888 (2.0%)288,865-33.2%
CLAYTON PARTNERS LLCHigh ConvictionMinimal Flow$9,092,092 (1.9%)278,8134.9%
Emmett Investment Management, LPHigh ConvictionMinimal Flow$6,731,930 (1.4%)210,834-39.4%
MAKENA CAPITAL MANAGEMENT LLCElite ConvictionMinimal Flow$6,032,850 (1.3%)185,00017.6%
FORT HOOSAC MANAGEMENT, LLCElite ConvictionMinimal Flow$5,906,528 (1.3%)182,824-2.6%
DAVIDSON KEMPNER CAPITAL MANAGEMENT LPModerate ConvictionModerate Flow$5,434,978 (1.2%)166,666NEW
J. GOLDMAN & CO LPModerate ConvictionModerate Flow$5,429,565 (1.2%)166,500NEW
GEODE CAPITAL MANAGEMENT, LLCHigh ConvictionMarket Mover$5,046,101 (1.1%)154,69713.1%
RENAISSANCE TECHNOLOGIES LLCHigh ConvictionSignificant Flow$4,147,699 (0.9%)127,19161.6%
PRUDENTIAL FINANCIAL INCHigh ConvictionSignificant Flow$3,650,722 (0.8%)111,95117.4%
IRENIC CAPITAL MANAGEMENT LPElite ConvictionLow Flow$3,460,736 (0.7%)106,125NEW
STATE STREET CORPHigh ConvictionMarket Mover$2,799,862 (0.6%)85,85932.2%
NORTHERN TRUST CORPHigh ConvictionMarket Mover$1,755,070 (0.4%)53,82011.1%
GOLDMAN SACHS GROUP INCHigh ConvictionMarket Mover$1,327,912 (0.3%)40,721194.7%
CITADEL ADVISORS LLCModerate ConvictionMarket Mover$1,134,241 (0.2%)34,782456.6%
MILITIA CAPITAL PARTNERS, LPHigh ConvictionMinimal Flow$976,800 (0.2%)29,95436.8%
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.High ConvictionLow Flow$574,066 (0.1%)17,60417.6%
SCHWAB CHARLES INVESTMENT MANAGEMENT INCHigh ConvictionMarket Mover$573,969 (0.1%)17,601-37.0%
Bank of New York Mellon CorpHigh ConvictionMarket Mover$568,947 (0.1%)17,44717.9%
MORGAN STANLEYModerate ConvictionMarket Mover$545,239 (0.1%)16,720-27.6%
UBS Group AGModerate ConvictionMarket Mover$457,127 (0.1%)14,018220.2%
SANDIA INVESTMENT MANAGEMENT LPHigh ConvictionMinimal Flow$411,277 (0.1%)12,61217.6%
PROFICIO CAPITAL PARTNERS LLCHigh ConvictionLow Flow$411,277 (0.1%)12,612-41.2%
BARCLAYS PLCHigh ConvictionMarket Mover$279,631 (0.1%)8,57528.2%
O'SHAUGHNESSY ASSET MANAGEMENT, LLCHigh ConvictionSignificant Flow$257,521 (0.1%)7,897NEW
Nuveen, LLCHigh ConvictionMarket Mover$233,553 (0.0%)7,162NEW
RHUMBLINE ADVISERSHigh ConvictionMarket Mover$207,751 (0.0%)6,3719.4%
WELLS FARGO & COMPANY/MNModerate ConvictionMarket Mover$197,714 (0.0%)6,06393.7%
BANK OF AMERICA CORP /DE/Moderate ConvictionMarket Mover$181,083 (0.0%)5,553-16.2%
DEUTSCHE BANK AG\\Moderate ConvictionMarket Mover$120,265 (0.0%)3,68820.5%
METLIFE INVESTMENT MANAGEMENT, LLCHigh ConvictionSignificant Flow$109,928 (0.0%)3,37115.8%
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.High ConvictionSignificant Flow$82,797 (0.0%)2,53916.4%
JPMORGAN CHASE & COHigh ConvictionMarket Mover$71,546 (0.0%)2,194-43.1%
RUSSELL INVESTMENTS GROUP, LTD.Moderate ConvictionMarket Mover$70,926 (0.0%)2,175-42.9%
BNP PARIBAS FINANCIAL MARKETSModerate ConvictionMarket Mover$37,078 (0.0%)1,13723.3%
Police & Firemen's Retirement System of New JerseyHigh ConvictionSignificant Flow$34,306 (0.0%)1,05217.6%
NEW YORK STATE COMMON RETIREMENT FUNDHigh ConvictionMarket Mover$26,088 (0.0%)800-87.6%
ROYAL BANK OF CANADAHigh ConvictionMarket Mover$26,000 (0.0%)762-89.4%
FMR LLCHigh ConvictionMarket Mover$24,555 (0.0%)753109.4%
LEGAL & GENERAL GROUP PLCHigh ConvictionMarket Mover$17,479 (0.0%)53611.2%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMHigh ConvictionMarket Mover$11,022 (0.0%)33813.3%
SUMMIT INVESTMENT ADVISORS, INC.Moderate ConvictionModerate Flow$10,924 (0.0%)33517.6%
TOWER RESEARCH CAPITAL LLCHigh ConvictionModerate Flow$8,968 (0.0%)275-31.0%
STERLING CAPITAL MANAGEMENT LLCHigh ConvictionSignificant Flow$5,283 (0.0%)16229.6%
CITIGROUP INCModerate ConvictionMarket Mover$4,044 (0.0%)124-99.0%
OSAIC HOLDINGS, INC.Moderate ConvictionMarket Mover$3,456 (0.0%)106-38.0%
JONES FINANCIAL COS LPElite ConvictionMarket Mover$2,772 (0.0%)85NEW
OPTIVER HOLDING B.V.High ConvictionSignificant Flow$2,674 (0.0%)8217.6%
GAMMA INVESTING LLCHigh ConvictionModerate Flow$1,076 (0.0%)3317.6%
SAGEVIEW ADVISORY GROUP, LLCHigh ConvictionModerate Flow$392 (0.0%)12NEW
PNC FINANCIAL SERVICES GROUP, INC.High ConvictionMarket Mover$359 (0.0%)11116.3%
HRT FINANCIAL LPHigh ConvictionLow Flow$329 (0.0%)10,116NEW
GSA CAPITAL PARTNERS LLPModerate ConvictionLow Flow$233 (0.0%)7,143NEW
GROUP ONE TRADING, L.P.Moderate ConvictionSignificant Flow$196 (0.0%)618.1%
NISA INVESTMENT ADVISORS, LLCElite ConvictionSignificant Flow$130 (0.0%)417.1%
COVESTOR LTDModerate ConvictionLow Flow$119 (0.0%)3,63524.0%
STATE OF ALASKA, DEPARTMENT OF REVENUEModerate ConvictionLow Flow$33 (0.0%)1,01617.9%
ROTHSCHILD INVESTMENT LLCHigh ConvictionModerate Flow$33 (0.0%)1NEW
CWM, LLCModerate ConvictionLow Flow$8 (0.0%)25814.3%
AMALGAMATED BANKHigh ConvictionLow Flow$6 (0.0%)17350.0%

Implied Institutional Price History

Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.

QuarterFilersInstitutional ValueShares HeldEst. Avg Price
Q4 2568$0.47B14,488,072$32.51
Q3 2562$0.39B13,924,040$27.70
Q2 2559$0.59B23,321,037$25.12
Q1 2557$0.33B14,058,907$23.43
Q4 2459$0.32B14,004,517$23.04
Q3 2462$0.34B12,771,478$26.37
Q2 2436$0.27B9,622,627$27.69
Q1 2428$0.25B8,801,395$28.32

Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.