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Gallagher Fiduciary Advisors’s Brookdale Senior Living BKD Stock Holding History

Gallagher Fiduciary Advisors’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
2025
Q1 		– Sell
-33,864
Closed -$170K – 309
2024
Q4 		$170K Buy
33,864
+1,516
+5% +$8.68K 0.03% 286
2024
Q3 		$220K Buy
32,348
+7,891
+32% +$56.3K 0.04% 243
2024
Q2 		$167K Buy
+24,457
New +$165K 0.04% 246

Other funds holding BKD

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gallagher Fiduciary Advisors's BKD Position: Q1 2025 in Review

Gallagher Fiduciary Advisors sold out of Brookdale Senior Living (BKD) in Q1 2025, closing a stake of 33,864 shares — an estimated $170K sold.

Gallagher Fiduciary Advisors first reported a position in BKD in Q2 2024 and held it in 3 quarters. The position peaked at $220K in Q3 2024. 186 funds tracked by Wall St. Rank hold BKD as of Q1 2025.

  • Gallagher Fiduciary Advisors reported no remaining Brookdale Senior Living position as of Q1 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 33,864 Brookdale Senior Living shares in Q1 2025, an estimated $170K.
  • Gallagher Fiduciary Advisors first reported a position in Brookdale Senior Living in Q2 2024 and held it in 3 quarters.
  • Gallagher Fiduciary Advisors's Brookdale Senior Living position peaked at $220K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2025, filed 15 May 2025.