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
2026
Q2 		$392K Buy
+24,362
New +$331K ﹤0.01% 1341
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 $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

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

Capstone Investment Advisors opened a new position in Brookdale Senior Living (BKD) in Q2 2026: 24,362 shares worth $392K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BKD as recently as Q3 2025.

Capstone Investment Advisors first reported a position in BKD in Q2 2015 and has held it in 14 quarters since. The position peaked at $1.21M in Q2 2015. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Capstone Investment Advisors held 24,362 shares of Brookdale Senior Living worth $392K as of Q2 2026.
  • Brookdale Senior Living was a new Capstone Investment Advisors position in Q2 2026.
  • Brookdale Senior Living made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1341 holding.
  • Capstone Investment Advisors first reported a position in Brookdale Senior Living in Q2 2015 and has held it in 14 quarters since.
  • Capstone Investment Advisors's Brookdale Senior Living position peaked at $1.21M in Q2 2015.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.