DIM
BKD icon

Delta Investment Management’s Brookdale Senior Living BKD Stock Holding History

Delta Investment 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 		– Sell
-98,700
Closed -$1.06M – 277
2025
Q4 		$1.06M Hold
98,700
– – 0.18% 98
2025
Q3 		$836K Buy
+98,700
New +$752K 0.15% 99

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

Delta Investment Management's BKD Position: Q1 2026 in Review

Delta Investment Management sold out of Brookdale Senior Living (BKD) in Q1 2026, closing a stake of 98,700 shares — an estimated $1.06M sold.

Delta Investment Management first reported a position in BKD in Q3 2025 and held it in 2 quarters. The position peaked at $1.06M in Q4 2025. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Delta Investment Management reported no remaining Brookdale Senior Living position as of Q1 2026 after selling out during the quarter.
  • Delta Investment Management sold 98,700 Brookdale Senior Living shares in Q1 2026, an estimated $1.06M.
  • Delta Investment Management first reported a position in Brookdale Senior Living in Q3 2025 and held it in 2 quarters.
  • Delta Investment Management's Brookdale Senior Living position peaked at $1.06M in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.