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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
Q2 		$8.12M Sell
504,410
-522,982
-51% -$7.11M 0.53% 35
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

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WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Adelante Capital Management's BKD Position: Q2 2026 in Review

Adelante Capital Management reduced its Brookdale Senior Living (BKD) stake by 51% in Q2 2026, selling an estimated $7.11M and leaving 504,410 shares worth $8.12M. The position accounts for 0.53% of the portfolio, ranked #35.

Adelante Capital Management first reported a position in BKD in Q2 2014 and has held it in 22 quarters since. The position peaked at $75.4M in Q4 2024. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Adelante Capital Management held 504,410 shares of Brookdale Senior Living worth $8.12M as of Q2 2026.
  • Adelante Capital Management sold 522,982 Brookdale Senior Living shares in Q2 2026, an estimated $7.11M.
  • Brookdale Senior Living made up 0.53% of Adelante Capital Management's portfolio in Q2 2026, its #35 holding.
  • Adelante Capital Management first reported a position in Brookdale Senior Living in Q2 2014 and has held it in 22 quarters since.
  • Adelante Capital Management's Brookdale Senior Living position peaked at $75.4M in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Adelante Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.