Fidelity Investments
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Fidelity Investments’s Brookdale Senior Living BKD Stock Holding History

Fidelity Investments’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 		$62.9M Buy
4,598,616
+268,511
+6% +$3.76M ﹤0.01% 1351
2025
Q4 		$46.7M Buy
4,330,105
+4,071,525
+1,575% +$40M ﹤0.01% 1471
2025
Q3 		$2.19M Sell
258,580
-209,803
-45% -$1.6M ﹤0.01% 2506
2025
Q2 		$3.26M Buy
468,383
+325,345
+227% +$2.12M ﹤0.01% 2317
2025
Q1 		$895K Sell
143,038
-53,928
-27% -$289K ﹤0.01% 2714
2024
Q4 		$991K Buy
196,966
+16,921
+9% +$96.8K ﹤0.01% 2674
2024
Q3 		$1.22M Buy
180,045
+36,302
+25% +$259K ﹤0.01% 2544
2024
Q2 		$982K Buy
143,743
+135,368
+1,616% +$916K ﹤0.01% 2525
2024
Q1 		$55.4K Buy
8,375
+433
+5% +$2.53K ﹤0.01% 3535
2023
Q4 		$46.2K Buy
7,942
+2,552
+47% +$12K ﹤0.01% 3551
2023
Q3 		$22.3K Sell
5,390
-870
-14% -$3.49K ﹤0.01% 3751
2023
Q2 		$26.4K Buy
6,260
+1,133
+22% +$4.38K ﹤0.01% 3720
2023
Q1 		$15.1K Sell
5,127
-2,119,610
-100% -$6.09M ﹤0.01% 3963
2022
Q4 		$5.8M Sell
2,124,737
-1,109,235
-34% -$4.15M ﹤0.01% 2071
2022
Q3 		$13.8M Buy
3,233,972
+1,357,737
+72% +$6.43M ﹤0.01% 1761
2022
Q2 		$8.52M Buy
1,876,235
+247,878
+15% +$1.46M ﹤0.01% 2036
2022
Q1 		$11.5M Buy
1,628,357
+2,081
+0.1% +$12.7K ﹤0.01% 2055
2021
Q4 		$8.39M Sell
1,626,276
-532,124
-25% -$3.32M ﹤0.01% 2185
2021
Q3 		$13.6M Sell
2,158,400
-570,500
-21% -$4.07M ﹤0.01% 1994
2021
Q2 		$21.6M Buy
2,728,900
+349,000
+15% +$2.51M ﹤0.01% 1821
2021
Q1 		$14.4M Hold
2,379,900
– – ﹤0.01% 1914
2020
Q4 		$10.5M Sell
2,379,900
-290,400
-11% -$1.07M ﹤0.01% 1951
2020
Q3 		$6.78M Sell
2,670,300
-36,700
-1% -$101K ﹤0.01% 1963
2020
Q2 		$7.99M Hold
2,707,000
– – ﹤0.01% 1895
2020
Q1 		$8.45M Buy
2,707,000
+1,217,700
+82% +$7.1M ﹤0.01% 1745
2019
Q4 		$10.8M Sell
1,489,300
-286,600
-16% -$2.13M ﹤0.01% 1817
2019
Q3 		$13.5M Hold
1,775,900
– – ﹤0.01% 1723
2019
Q2 		$12.8M Hold
1,775,900
– – ﹤0.01% 1802
2019
Q1 		$11.7M Buy
1,775,900
+297,200
+20% +$2.18M ﹤0.01% 1807
2018
Q4 		$9.91M Buy
1,478,700
+164,802
+13% +$1.38M ﹤0.01% 1809
2018
Q3 		$12.9M Buy
1,313,898
+598
+0% +$5.5K ﹤0.01% 1855
2018
Q2 		$11.9M Buy
1,313,300
+666,800
+103% +$5.17M ﹤0.01% 1895
2018
Q1 		$4.34M Sell
646,500
-491,200
-43% -$4.15M ﹤0.01% 2204
2017
Q4 		$11M Sell
1,137,700
-50,000
-4% -$510K ﹤0.01% 1925
2017
Q3 		$12.6M Buy
1,187,700
+42,200
+4% +$534K ﹤0.01% 1865
2017
Q2 		$16.9M Buy
1,145,500
+243,700
+27% +$3.37M ﹤0.01% 1746
2017
Q1 		$12.1M Sell
901,800
-36,200
-4% -$511K ﹤0.01% 1891
2016
Q4 		$11.6M Buy
938,000
+79,800
+9% +$1.07M ﹤0.01% 1907
2016
Q3 		$15M Sell
858,200
-2,200,565
-72% -$37.9M ﹤0.01% 1819
2016
Q2 		$47.2M Sell
3,058,765
-768,500
-20% -$13.4M 0.01% 1298
2016
Q1 		$60.8M Buy
3,827,265
+443,000
+13% +$6.76M 0.01% 1167
2015
Q4 		$62.5M Sell
3,384,265
-850,786
-20% -$18.3M 0.01% 1176
2015
Q3 		$97.2M Sell
4,235,051
-2,022,500
-32% -$59.7M 0.01% 963
2015
Q2 		$217M Sell
6,257,551
-255,437
-4% -$9.42M 0.03% 657
2015
Q1 		$246M Sell
6,512,988
-2,977,308
-31% -$109M 0.03% 596
2014
Q4 		$348M Buy
9,490,296
+4,790,200
+102% +$162M 0.05% 438
2014
Q3 		$151M Buy
4,700,096
+2,436,861
+108% +$83.1M 0.02% 779
2014
Q2 		$75.5M Buy
2,263,235
+212,735
+10% +$6.92M 0.01% 1152
2014
Q1 		$68.7M Sell
2,050,500
-5,188,168
-72% -$157M 0.01% 1169
2013
Q4 		$197M Sell
7,238,668
-7,136,307
-50% -$198M 0.03% 639
2013
Q3 		$378M Sell
14,374,975
-1,618,212
-10% -$44.3M 0.06% 375
2013
Q2 		$423M Buy
+15,993,187
New +$441M 0.07% 325

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

Fidelity Investments's BKD Position: Q1 2026 in Review

Fidelity Investments increased its Brookdale Senior Living (BKD) stake by 6.2% in Q1 2026, buying an estimated $3.76M and bringing the position to 4,598,616 shares worth $62.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Fidelity Investments first reported a position in BKD in Q2 2013 and has held it in 52 quarters since. The position peaked at $423M in Q2 2013. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Fidelity Investments held 4,598,616 shares of Brookdale Senior Living worth $62.9M as of Q1 2026.
  • Fidelity Investments bought 268,511 Brookdale Senior Living shares in Q1 2026, an estimated $3.76M.
  • Brookdale Senior Living made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1351 holding.
  • Fidelity Investments first reported a position in Brookdale Senior Living in Q2 2013 and has held it in 52 quarters since.
  • Fidelity Investments's Brookdale Senior Living position peaked at $423M in Q2 2013.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.