Envestnet Asset Management
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Envestnet Asset Management’s Brookdale Senior Living BKD Stock Holding History

Envestnet Asset 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
Q2 		$314K Buy
19,511
+4,959
+34% +$67.4K ﹤0.01% 4390
2026
Q1 		$199K Buy
+14,552
New +$204K ﹤0.01% 4512
2025
Q4 		– Sell
-11,383
Closed -$96.4K – 4474
2025
Q3 		$96.4K Buy
+11,383
New +$86.7K ﹤0.01% 4431
2022
Q3 		– Sell
-34,952
Closed -$159K – 3906
2022
Q2 		$159K Sell
34,952
-22,765
-39% -$134K ﹤0.01% 3679
2022
Q1 		$407K Buy
57,717
+10,817
+23% +$66K ﹤0.01% 3244
2021
Q4 		$242K Buy
46,900
+18,239
+64% +$114K ﹤0.01% 3547
2021
Q3 		$181K Buy
+28,661
New +$205K ﹤0.01% 3522
2018
Q3 		– Sell
-120
Closed -$1K – 1387
2018
Q2 		$1K Hold
120
– – ﹤0.01% 2787
2018
Q1 		$1K Sell
120
-67
-36% -$566 ﹤0.01% 2760
2017
Q4 		$2K Buy
187
+67
+56% +$683 ﹤0.01% 2828
2017
Q3 		$1K Sell
120
-150
-56% -$1.9K ﹤0.01% 2842
2017
Q2 		$4K Sell
270
-218
-45% -$3.01K ﹤0.01% 2860
2017
Q1 		$7K Sell
488
-9
-2% -$127 ﹤0.01% 2837
2016
Q4 		$7K Sell
497
-5,713
-92% -$76.7K ﹤0.01% 2817
2016
Q3 		$108K Sell
6,210
-12,478
-67% -$215K ﹤0.01% 2273
2016
Q2 		$289K Buy
18,688
+70
+0.4% +$1.22K ﹤0.01% 1903
2016
Q1 		$296K Buy
18,618
+8,146
+78% +$124K ﹤0.01% 1868
2015
Q4 		$193K Buy
10,472
+8,219
+365% +$177K ﹤0.01% 2046
2015
Q3 		$52K Sell
2,253
-6,715
-75% -$198K ﹤0.01% 2637
2015
Q2 		$311K Buy
+8,968
New +$331K ﹤0.01% 1928
2015
Q1 		– Sell
-547
Closed -$20K – 2053
2014
Q4 		$20K Buy
547
+317
+138% +$10.7K ﹤0.01% 1745
2014
Q3 		$7K Buy
230
+103
+81% +$3.51K ﹤0.01% 2222
2014
Q2 		$4K Buy
+127
New +$4.13K ﹤0.01% 2343

Other funds holding BKD

BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Envestnet Asset Management's BKD Position: Q2 2026 in Review

Envestnet Asset Management increased its Brookdale Senior Living (BKD) stake by 34% in Q2 2026, buying an estimated $67.4K and bringing the position to 19,511 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #4390.

Envestnet Asset Management first reported a position in BKD in Q2 2014 and has held it in 23 quarters since. The position peaked at $407K in Q1 2022. 59 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Envestnet Asset Management held 19,511 shares of Brookdale Senior Living worth $314K as of Q2 2026.
  • Envestnet Asset Management bought 4,959 Brookdale Senior Living shares in Q2 2026, an estimated $67.4K.
  • Brookdale Senior Living made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4390 holding.
  • Envestnet Asset Management first reported a position in Brookdale Senior Living in Q2 2014 and has held it in 23 quarters since.
  • Envestnet Asset Management's Brookdale Senior Living position peaked at $407K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.