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Apis Capital Advisors’s Brookdale Senior Living BKD Stock Holding History

Apis Capital Advisors’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 		$29.9M Buy
1,860,000
+880,000
+90% +$12M 2.91% 13
2026
Q1 		$13.4M Buy
+980,000
New +$13.7M 2.07% 18

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 $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

Apis Capital Advisors's BKD Position: Q2 2026 in Review

Apis Capital Advisors increased its Brookdale Senior Living (BKD) stake by 90% in Q2 2026, buying an estimated $12M and bringing the position to 1,860,000 shares worth $29.9M. The position accounts for 2.91% of the portfolio, ranked #13.

Apis Capital Advisors first reported a position in BKD in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Apis Capital Advisors held 1,860,000 shares of Brookdale Senior Living worth $29.9M as of Q2 2026.
  • Apis Capital Advisors bought 880,000 Brookdale Senior Living shares in Q2 2026, an estimated $12M.
  • Brookdale Senior Living made up 2.91% of Apis Capital Advisors's portfolio in Q2 2026, its #13 holding.
  • Apis Capital Advisors first reported a position in Brookdale Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Apis Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.