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GAMMA Investing’s Brookdale Senior Living BKD Stock Holding History

GAMMA Investing’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 		$43.5K Buy
2,701
+65
+2% +$884 ﹤0.01% 2396
2026
Q1 		$36.1K Buy
2,636
+347
+15% +$4.86K ﹤0.01% 2397
2025
Q4 		$24.7K Buy
2,289
+457
+25% +$4.49K ﹤0.01% 2489
2025
Q3 		$15.5K Buy
1,832
+223
+14% +$1.7K ﹤0.01% 2652
2025
Q2 		$11.2K Buy
1,609
+462
+40% +$3K ﹤0.01% 2748
2025
Q1 		$7.18K Buy
1,147
+805
+235% +$4.31K ﹤0.01% 2908
2024
Q4 		$1.72K Sell
342
-37
-10% -$212 ﹤0.01% 3270
2024
Q3 		$2.57K Buy
379
+11
+3% +$79 ﹤0.01% 2985
2024
Q2 		$2.51K Buy
368
+11
+3% +$74 ﹤0.01% 2820
2024
Q1 		$2.36K Sell
357
-48
-12% -$280 ﹤0.01% 2703
2023
Q4 		$2.21K Buy
+405
New +$1.9K ﹤0.01% 2544

Other funds holding BKD

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

GAMMA Investing's BKD Position: Q2 2026 in Review

GAMMA Investing increased its Brookdale Senior Living (BKD) stake by 2.5% in Q2 2026, buying an estimated $884 and bringing the position to 2,701 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

GAMMA Investing first reported a position in BKD in Q4 2023 and has held it in 11 quarters since. 23 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • GAMMA Investing held 2,701 shares of Brookdale Senior Living worth $43.5K as of Q2 2026.
  • GAMMA Investing bought 65 Brookdale Senior Living shares in Q2 2026, an estimated $884.
  • Brookdale Senior Living made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2396 holding.
  • GAMMA Investing first reported a position in Brookdale Senior Living in Q4 2023 and has held it in 11 quarters since.
  • 23 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.