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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortitude Family Office's BKD Position: Q2 2026 in Review

Fortitude Family Office reduced its Brookdale Senior Living (BKD) stake by 8.4% in Q2 2026, selling an estimated $1.11K and leaving 896 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Fortitude Family Office first reported a position in BKD in Q4 2023 and has held it in 11 quarters since. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Fortitude Family Office held 896 shares of Brookdale Senior Living worth $14.4K as of Q2 2026.
  • Fortitude Family Office sold 82 Brookdale Senior Living shares in Q2 2026, an estimated $1.11K.
  • Brookdale Senior Living made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #644 holding.
  • Fortitude Family Office first reported a position in Brookdale Senior Living in Q4 2023 and has held it in 11 quarters since.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.