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Atria Investments’s Brookdale Senior Living BKD Stock Holding History

Atria Investments’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
2025
Q1 		– Sell
-34,009
Closed -$171K – 1905
2024
Q4 		$171K Sell
34,009
-7,460
-18% -$42.7K ﹤0.01% 1803
2024
Q3 		$282K Buy
41,469
+16,878
+69% +$120K ﹤0.01% 1643
2024
Q2 		$168K Buy
+24,591
New +$166K ﹤0.01% 1840
2020
Q1 		– Sell
-12,645
Closed -$92K – 616
2019
Q4 		$92K Buy
+12,645
New +$93.9K ﹤0.01% 1185
2019
Q3 		– Sell
-22,776
Closed -$182K – 868
2019
Q2 		$182K Sell
22,776
-2,099
-8% -$13.9K 0.01% 918
2019
Q1 		$164K Buy
24,875
+4,570
+23% +$33.6K 0.01% 887
2018
Q4 		$136K Buy
20,305
+3,180
+19% +$26.7K 0.01% 846
2018
Q3 		$168K Sell
17,125
-10,828
-39% -$99.6K 0.01% 946
2018
Q2 		$254K Buy
+27,953
New +$217K 0.01% 794

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's BKD Position: Q1 2025 in Review

Atria Investments sold out of Brookdale Senior Living (BKD) in Q1 2025, closing a stake of 34,009 shares — an estimated $171K sold.

Atria Investments first reported a position in BKD in Q2 2018 and held it in 9 quarters. The position peaked at $282K in Q3 2024. 186 funds tracked by Wall St. Rank hold BKD as of Q1 2025.

  • Atria Investments reported no remaining Brookdale Senior Living position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 34,009 Brookdale Senior Living shares in Q1 2025, an estimated $171K.
  • Atria Investments first reported a position in Brookdale Senior Living in Q2 2018 and held it in 9 quarters.
  • Atria Investments's Brookdale Senior Living position peaked at $282K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.