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

Capstone 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
2025
Q4 		– Sell
-75,497
Closed -$639K – 1619
2025
Q3 		$639K Buy
+75,497
New +$575K ﹤0.01% 1231
2024
Q2 		– Sell
-37,656
Closed -$249K – 2094
2024
Q1 		$249K Sell
37,656
-28,965
-43% -$169K ﹤0.01% 1914
2023
Q4 		$388K Buy
+66,621
New +$313K ﹤0.01% 1463
2018
Q3 		– Sell
-30,972
Closed -$282K – 1289
2018
Q2 		$282K Hold
30,972
– – ﹤0.01% 542
2018
Q1 		$208K Hold
30,972
– – ﹤0.01% 303
2017
Q4 		$300K Sell
30,972
-8,500
-22% -$86.7K 0.01% 364
2017
Q3 		$418K Buy
39,472
+5,111
+15% +$64.7K 0.01% 338
2017
Q2 		$505K Buy
34,361
+21,000
+157% +$290K 0.01% 415
2017
Q1 		$179K Sell
13,361
-19,139
-59% -$270K ﹤0.01% 793
2016
Q4 		$403K Buy
+32,500
New +$436K 0.01% 648
2016
Q3 		– Sell
-15,800
Closed -$243K – 742
2016
Q2 		$243K Buy
+15,800
New +$276K ﹤0.01% 595
2016
Q1 		– Sell
-23,598
Closed -$435K – 647
2015
Q4 		$435K Buy
+23,598
New +$508K 0.01% 363
2015
Q3 		– Sell
-34,835
Closed -$1.21M – 401
2015
Q2 		$1.21M Buy
+34,835
New +$1.28M 0.02% 245

Other funds holding BKD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's BKD Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Brookdale Senior Living (BKD) in Q4 2025, closing a stake of 75,497 shares — an estimated $639K sold.

Capstone Investment Advisors first reported a position in BKD in Q2 2015 and held it in 13 quarters. The position peaked at $1.21M in Q2 2015. 238 funds tracked by Wall St. Rank hold BKD as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Brookdale Senior Living position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 75,497 Brookdale Senior Living shares in Q4 2025, an estimated $639K.
  • Capstone Investment Advisors first reported a position in Brookdale Senior Living in Q2 2015 and held it in 13 quarters.
  • Capstone Investment Advisors's Brookdale Senior Living position peaked at $1.21M in Q2 2015.
  • 238 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.