Creative Planning’s Brookdale Senior Living BKD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.16M | Buy |
84,822
+27,896
| +49% | +$391K | ﹤0.01% | 2337 |
|
|
2025
Q4 | $614K | Buy |
56,926
+15,694
| +38% | +$154K | ﹤0.01% | 2655 |
|
|
2025
Q3 | $349K | Buy |
41,232
+11,232
| +37% | +$85.6K | ﹤0.01% | 3027 |
|
|
2025
Q2 | $209K | Buy |
30,000
+501
| +2% | +$3.26K | ﹤0.01% | 3186 |
|
|
2025
Q1 | $185K | Sell |
29,499
-495
| -2% | -$2.65K | ﹤0.01% | 3105 |
|
|
2024
Q4 | $151K | Buy |
29,994
+1,191
| +4% | +$6.82K | ﹤0.01% | 3065 |
|
|
2024
Q3 | $196K | Sell |
28,803
-2,189
| -7% | -$15.6K | ﹤0.01% | 2846 |
|
|
2024
Q2 | $212K | Buy |
30,992
+2,894
| +10% | +$19.6K | ﹤0.01% | 2640 |
|
|
2024
Q1 | $186K | Buy |
28,098
+207
| +0.7% | +$1.21K | ﹤0.01% | 2590 |
|
|
2023
Q4 | $162K | Buy |
27,891
+858
| +3% | +$4.03K | ﹤0.01% | 2493 |
|
|
2023
Q3 | $112K | Buy |
27,033
+1,059
| +4% | +$4.25K | ﹤0.01% | 2378 |
|
|
2023
Q2 | $110K | Buy |
25,974
+812
| +3% | +$3.14K | ﹤0.01% | 2331 |
|
|
2023
Q1 | $74.2K | Buy |
25,162
+146
| +0.6% | +$419 | ﹤0.01% | 2290 |
|
|
2022
Q4 | $68.3K | Sell |
25,016
-201
| -0.8% | -$751 | ﹤0.01% | 2194 |
|
|
2022
Q3 | $108K | Buy |
25,217
+201
| +0.8% | +$952 | ﹤0.01% | 2017 |
|
|
2022
Q2 | $114K | Sell |
25,016
-617
| -2% | -$3.64K | ﹤0.01% | 1956 |
|
|
2022
Q1 | $181K | Buy |
25,633
+1,000
| +4% | +$6.11K | ﹤0.01% | 1906 |
|
|
2021
Q4 | $127K | Buy |
+24,633
| New | +$154K | ﹤0.01% | 1929 |
|
|
2020
Q3 | – | Sell |
-10,575
| Closed | -$31K | – | 2160 |
|
|
2020
Q2 | $31K | Buy |
+10,575
| New | +$34.2K | ﹤0.01% | 1797 |
|
|
2017
Q3 | – | Sell |
-47
| Closed | -$1K | – | 2085 |
|
|
2017
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 4406 |
|
|
2017
Q1 | $1K | Sell |
47
-500
| -91% | -$7.06K | ﹤0.01% | 4404 |
|
|
2016
Q4 | $7K | Buy |
547
+500
| +1,064% | +$6.71K | ﹤0.01% | 3742 |
|
|
2016
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 4352 |
|
|
2016
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 4140 |
|
|
2016
Q1 | $1K | Sell |
47
-533
| -92% | -$8.13K | ﹤0.01% | 4087 |
|
|
2015
Q4 | $11K | Buy |
580
+80
| +16% | +$1.72K | ﹤0.01% | 3232 |
|
|
2015
Q3 | $11K | Buy |
+500
| New | +$14.8K | ﹤0.01% | 3127 |
|
|
2015
Q2 | – | Sell |
-447
| Closed | -$17K | – | 1304 |
|
|
2015
Q1 | $17K | Buy |
447
+300
| +204% | +$11K | ﹤0.01% | 2832 |
|
|
2014
Q4 | $5K | Buy |
147
+110
| +297% | +$3.73K | ﹤0.01% | 3471 |
|
|
2014
Q3 | $1K | Buy |
+37
| New | +$1.26K | ﹤0.01% | 3798 |
|
Other funds holding BKD
DM
AP
VPM
VCM
CCM
MRCP
Creative Planning's BKD Position: Q1 2026 in Review
Creative Planning increased its Brookdale Senior Living (BKD) stake by 49% in Q1 2026, buying an estimated $391K and bringing the position to 84,822 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2337.
Creative Planning first reported a position in BKD in Q3 2014 and has held it in 30 quarters since. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.
- Creative Planning held 84,822 shares of Brookdale Senior Living worth $1.16M as of Q1 2026.
- Creative Planning bought 27,896 Brookdale Senior Living shares in Q1 2026, an estimated $391K.
- Brookdale Senior Living made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2337 holding.
- Creative Planning first reported a position in Brookdale Senior Living in Q3 2014 and has held it in 30 quarters since.
- 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.