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Caption Management’s Brookdale Senior Living BKD Stock Holding History

Caption Management’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 		$7.79M Sell
569,500
-900,000
-61% -$12.6M 0.05% 398
2025
Q4 		$15.9M Buy
1,469,500
+569,500
+63% +$5.6M 0.11% 227
2025
Q3 		$7.62M Buy
+900,000
New +$6.86M 0.06% 356

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

Caption Management's BKD Position: Q1 2026 in Review

Caption Management reduced its Brookdale Senior Living (BKD) stake by 9.8% in Q1 2026, selling an estimated $438K and leaving 288,500 shares worth $3.95M. The position accounts for 0.02% of the portfolio, ranked #603.

Caption Management first reported a position in BKD in Q3 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Caption Management held 288,500 shares of Brookdale Senior Living worth $3.95M as of Q1 2026.
  • Caption Management sold 31,253 Brookdale Senior Living shares in Q1 2026, an estimated $438K.
  • Brookdale Senior Living made up 0.02% of Caption Management's portfolio in Q1 2026, its #603 holding.
  • Caption Management first reported a position in Brookdale Senior Living in Q3 2025 and has held it in 3 quarters since.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.