Bank of Montreal
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Bank of Montreal’s Brookdale Senior Living BKD Stock Holding History

Bank of Montreal’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
2017
Q2 		– Sell
-103,900
Closed -$1.4M – 4139
2017
Q1 		$1.4M Buy
+103,900
New +$1.47M ﹤0.01% 1727

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of Montreal's BKD Position: Q2 2026 in Review

Bank of Montreal reduced its Brookdale Senior Living (BKD) stake by 0.24% in Q2 2026, selling an estimated $7.72K and leaving 237,693 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Bank of Montreal first reported a position in BKD in Q1 2014 and has held it in 48 quarters since. The position peaked at $14.8M in Q1 2015. 126 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Bank of Montreal held 237,693 shares of Brookdale Senior Living worth $3.82M as of Q2 2026.
  • Bank of Montreal sold 568 Brookdale Senior Living shares in Q2 2026, an estimated $7.72K.
  • Brookdale Senior Living made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1471 holding.
  • Bank of Montreal first reported a position in Brookdale Senior Living in Q1 2014 and has held it in 48 quarters since.
  • Bank of Montreal's Brookdale Senior Living position peaked at $14.8M in Q1 2015.
  • 126 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.