Corient Private Wealth
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Corient Private Wealth’s Brookdale Senior Living BKD Stock Holding History

Corient Private Wealth’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
-10,434
Closed -$88.4K – 2729
2025
Q3 		$88.4K Sell
10,434
-307
-3% -$2.34K ﹤0.01% 2463
2025
Q2 		$74.8K Sell
10,741
-1,191
-10% -$7.75K ﹤0.01% 2363
2025
Q1 		$74.7K Sell
11,932
-13,068
-52% -$69.9K ﹤0.01% 2198
2024
Q4 		$126K Sell
25,000
-100
-0.4% -$572 ﹤0.01% 2200
2024
Q3 		$170K Buy
25,100
+100
+0.4% +$714 ﹤0.01% 2252
2024
Q2 		$171K Buy
+25,000
New +$169K ﹤0.01% 2145
2023
Q3 		– Sell
-49,001
Closed -$207K – 2150
2023
Q2 		$207K Buy
49,001
+14,001
+40% +$54.1K ﹤0.01% 1864
2023
Q1 		$103K Buy
+35,000
New +$101K ﹤0.01% 1879

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

Corient Private Wealth's BKD Position: Q4 2025 in Review

Corient Private Wealth sold out of Brookdale Senior Living (BKD) in Q4 2025, closing a stake of 10,434 shares — an estimated $88.4K sold.

Corient Private Wealth first reported a position in BKD in Q1 2023 and held it in 8 quarters. The position peaked at $207K in Q2 2023. 238 funds tracked by Wall St. Rank hold BKD as of Q4 2025.

  • Corient Private Wealth reported no remaining Brookdale Senior Living position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 10,434 Brookdale Senior Living shares in Q4 2025, an estimated $88.4K.
  • Corient Private Wealth first reported a position in Brookdale Senior Living in Q1 2023 and held it in 8 quarters.
  • Corient Private Wealth's Brookdale Senior Living position peaked at $207K in Q2 2023.
  • 238 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.