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Adelante Capital Management’s Brookdale Senior Living BKD Stock Holding History

Adelante Capital Management’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.6M Sell
1,027,392
-61,153
-6% -$857K 3.26% 10
2025
Q4 		$50.5M Buy
1,088,545
+75,364
+7% +$741K 3.4% 11
2025
Q3 		$47M Sell
1,013,181
-106,289
-9% -$810K 3.14% 11
2025
Q2 		$7.79M Sell
1,119,470
-383,380
-26% -$2.49M 0.57% 37
2025
Q1 		$9.41M Sell
1,502,850
-122,985
-8% -$658K 0.71% 33
2024
Q4 		$75.4M Buy
1,625,835
+517,891
+47% +$2.96M 4.97% 9
2024
Q3 		$7.52M Buy
+1,107,944
New +$7.91M 0.49% 30
2018
Q1 		– Sell
-1,378,915
Closed -$13.4M – 40
2017
Q4 		$13.4M Buy
1,378,915
+5,705
+0.4% +$58.2K 0.73% 33
2017
Q3 		$14.6M Buy
1,373,210
+91,380
+7% +$1.16M 0.8% 33
2017
Q2 		$18.9M Sell
1,281,830
-81,245
-6% -$1.12M 1.07% 29
2017
Q1 		$18.3M Buy
+1,363,075
New +$19.2M 0.96% 32
2016
Q4 		– Sell
-1,376,869
Closed -$24M – 45
2016
Q3 		$24M Sell
1,376,869
-112,260
-8% -$1.94M 1.13% 29
2016
Q2 		$23M Buy
1,489,129
+178,862
+14% +$3.12M 1.06% 27
2016
Q1 		$20.8M Sell
1,310,267
-30,576
-2% -$467K 0.99% 29
2015
Q4 		$24.8M Buy
1,340,843
+273,301
+26% +$5.89M 1.16% 29
2015
Q3 		$24.5M Buy
1,067,542
+207,065
+24% +$6.11M 1.17% 31
2015
Q2 		$29.9M Sell
860,477
-3,064
-0.4% -$113K 1.5% 29
2015
Q1 		$32.6M Buy
863,541
+83,231
+11% +$3.05M 1.49% 29
2014
Q4 		$28.6M Sell
780,310
-86,356
-10% -$2.93M 1.32% 30
2014
Q3 		$27.9M Buy
866,666
+435,066
+101% +$14.8M 1.41% 29
2014
Q2 		$14.4M Buy
+431,600
New +$14M 0.77% 33

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Adelante Capital Management's BKD Position: Q1 2026 in Review

Adelante Capital Management reduced its Brookdale Senior Living (BKD) stake by 5.6% in Q1 2026, selling an estimated $857K and leaving 1,027,392 shares worth $47.6M. The position accounts for 3.26% of the portfolio, ranked #10.

Adelante Capital Management first reported a position in BKD in Q2 2014 and has held it in 21 quarters since. The position peaked at $75.4M in Q4 2024. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Adelante Capital Management held 1,027,392 shares of Brookdale Senior Living worth $47.6M as of Q1 2026.
  • Adelante Capital Management sold 61,153 Brookdale Senior Living shares in Q1 2026, an estimated $857K.
  • Brookdale Senior Living made up 3.26% of Adelante Capital Management's portfolio in Q1 2026, its #10 holding.
  • Adelante Capital Management first reported a position in Brookdale Senior Living in Q2 2014 and has held it in 21 quarters since.
  • Adelante Capital Management's Brookdale Senior Living position peaked at $75.4M in Q4 2024.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Adelante Capital Management's 13F filing for Q1 2026, filed 18 May 2026.