Fortitude Family Office’s Brookdale Senior Living BKD Stock Holding History

Fortitude Family Office’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 Q3	$9.88K	Buy	912 +16	+2%	+$210	﹤0.01%	1224
2026 Q2	$14.4K	Sell	896 -82	-8%	-$1.11K	﹤0.01%	644
2026 Q1	$13.4K	Hold	978	–	–	﹤0.01%	552
2025 Q4	$10.6K	Hold	978	–	–	﹤0.01%	560
2025 Q3	$8.28K	Sell	978 -20	-2%	-$152	﹤0.01%	630
2025 Q2	$6.95K	Sell	998 -1	-0.1%	-$7	﹤0.01%	672
2025 Q1	$6.25K	Hold	999	–	–	﹤0.01%	668
2024 Q4	$5.03K	Hold	999	–	–	﹤0.01%	840
2024 Q3	$6.78K	Hold	999	–	–	﹤0.01%	678
2024 Q2	$6.82K	Hold	999	–	–	﹤0.01%	498
2024 Q1	$6.6K	Hold	999	–	–	﹤0.01%	497
2023 Q4	$5.81K	Buy	+999	New	+$4.69K	﹤0.01%	544

Other funds holding BKD

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

LCM

LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office's BKD Position: Q3 2026 in Review

Fortitude Family Office increased its Brookdale Senior Living (BKD) stake by 1.8% in Q3 2026, buying an estimated $210 and bringing the position to 912 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Fortitude Family Office first reported a position in BKD in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.4K in Q2 2026. 12 funds tracked by Wall St. Rank hold BKD as of Q3 2026.

Fortitude Family Office held 912 shares of Brookdale Senior Living worth $9.88K as of Q3 2026.
Fortitude Family Office bought 16 Brookdale Senior Living shares in Q3 2026, an estimated $210.
Brookdale Senior Living made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1224 holding.
Fortitude Family Office first reported a position in Brookdale Senior Living in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Brookdale Senior Living position peaked at $14.4K in Q2 2026.
12 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.