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Bellevue Group’s Brookdale Senior Living BKD Stock Holding History

Bellevue Group’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
Q1 		– Sell
-167,444
Closed -$1.81M – 162
2025
Q4 		$1.81M Buy
167,444
+62,779
+60% +$617K 0.03% 99
2025
Q3 		$887K Buy
+104,665
New +$798K 0.02% 109

Other funds holding BKD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bellevue Group's BKD Position: Q1 2026 in Review

Bellevue Group sold out of Brookdale Senior Living (BKD) in Q1 2026, closing a stake of 167,444 shares — an estimated $1.81M sold.

Bellevue Group first reported a position in BKD in Q3 2025 and held it in 2 quarters. The position peaked at $1.81M in Q4 2025. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Bellevue Group reported no remaining Brookdale Senior Living position as of Q1 2026 after selling out during the quarter.
  • Bellevue Group sold 167,444 Brookdale Senior Living shares in Q1 2026, an estimated $1.81M.
  • Bellevue Group first reported a position in Brookdale Senior Living in Q3 2025 and held it in 2 quarters.
  • Bellevue Group's Brookdale Senior Living position peaked at $1.81M in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.