BIA
BKD icon

Bell Investment Advisors’s Brookdale Senior Living BKD Stock Holding History

Bell Investment 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 		$483 Hold
30
– – ﹤0.01% 1737
2026
Q1 		$411 Buy
+30
New +$420 ﹤0.01% 1807
2021
Q4 		– Sell
-61
Closed – – 1780
2021
Q3 		$0 Buy
+61
New +$435 ﹤0.01% 1724

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

Bell Investment Advisors's BKD Position: Q2 2026 in Review

Bell Investment Advisors held its Brookdale Senior Living (BKD) position steady in Q2 2026 at 30 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Bell Investment Advisors first reported a position in BKD in Q3 2021 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Bell Investment Advisors held 30 shares of Brookdale Senior Living worth $483 as of Q2 2026.
  • Bell Investment Advisors left its Brookdale Senior Living share count unchanged in Q2 2026.
  • Brookdale Senior Living made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1737 holding.
  • Bell Investment Advisors first reported a position in Brookdale Senior Living in Q3 2021 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.