C.M. Bidwell & Associates’s Brookdale Senior Living BKD Stock Holding History

C.M. Bidwell & Associates’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	$5.24K	Buy	383 +304	+385%	+$4.26K	﹤0.01%	317
2025 Q4	$852	Hold	79	–	–	﹤0.01%	433
2025 Q3	$669	Hold	79	–	–	﹤0.01%	455
2025 Q2	$550	Buy	+79	New	+$514	﹤0.01%	412
2023 Q2	–	Sell	-700	Closed	-$2.06K	–	519
2023 Q1	$2.06K	Sell	700 -27,237	-97%	-$78.2K	﹤0.01%	464
2022 Q4	$76.3K	Buy	27,937 +492	+2%	+$1.84K	0.06%	251
2022 Q3	$117K	Buy	+27,445	New	+$130K	0.1%	192
2021 Q2	–	Sell	-21,585	Closed	-$131K	–	567
2021 Q1	$131K	Sell	21,585 -5,990	-22%	-$32.2K	0.1%	190
2020 Q4	$122K	Buy	+27,575	New	+$102K	0.1%	195
2019 Q4	–	Sell	-9,475	Closed	-$72K	–	405
2019 Q3	$72K	Buy	9,475 +5,035	+113%	+$39.8K	0.07%	213
2019 Q2	$32K	Buy	+4,440	New	+$29.3K	0.03%	282
2017 Q3	–	Sell	-4,725	Closed	-$70K	–	314
2017 Q2	$70K	Buy	+4,725	New	+$65.3K	0.01%	194
2016 Q4	–	Sell	-17,880	Closed	-$312K	–	237
2016 Q3	$312K	Buy	+17,880	New	+$308K	0.07%	119

Other funds holding BKD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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 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 New York $63.9B AUM 45.56% 1-Year Est. Return

C.M. Bidwell & Associates's BKD Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its Brookdale Senior Living (BKD) stake by 385% in Q1 2026, buying an estimated $4.26K and bringing the position to 383 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

C.M. Bidwell & Associates first reported a position in BKD in Q3 2016 and has held it in 13 quarters since. The position peaked at $312K in Q3 2016. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

C.M. Bidwell & Associates held 383 shares of Brookdale Senior Living worth $5.24K as of Q1 2026.
C.M. Bidwell & Associates bought 304 Brookdale Senior Living shares in Q1 2026, an estimated $4.26K.
Brookdale Senior Living made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #317 holding.
C.M. Bidwell & Associates first reported a position in Brookdale Senior Living in Q3 2016 and has held it in 13 quarters since.
C.M. Bidwell & Associates's Brookdale Senior Living position peaked at $312K in Q3 2016.
282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.