Glenview Capital Management’s Brookdale Senior Living BKD Stock Holding History

Glenview Capital Management’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 Q2	–	Sell	-1,300,000	Closed	-$8.14M	–	44
2025 Q1	$8.14M	Sell	1,300,000 -200,000	-13%	-$1.07M	0.2%	40
2024 Q4	$7.54M	Sell	1,500,000 -1,000,000	-40%	-$5.72M	0.19%	32
2024 Q3	$17M	Sell	2,500,000 -4,506,929	-64%	-$32.2M	0.33%	37
2024 Q2	$47.9M	Sell	7,006,929 -7,437,744	-51%	-$50.3M	0.94%	28
2024 Q1	$95.5M	Sell	14,444,673 -2,500,000	-15%	-$14.6M	1.67%	19
2023 Q4	$98.6M	Sell	16,944,673 -1,700,000	-9%	-$7.98M	2.11%	16
2023 Q3	$77.2M	Hold	18,644,673	–	–	1.75%	21
2023 Q2	$78.7M	Hold	18,644,673	–	–	1.77%	19
2023 Q1	$55M	Buy	18,644,673 +4,800,000	+35%	+$13.8M	1.21%	24
2022 Q4	$37.8M	Buy	13,844,673 +4,000,000	+41%	+$15M	0.84%	31
2022 Q3	$42M	Hold	9,844,673	–	–	1.05%	27
2022 Q2	$44.7M	Sell	9,844,673 -2,741,607	-22%	-$16.2M	1.12%	27
2022 Q1	$88.7M	Buy	12,586,280 +2,374,631	+23%	+$14.5M	1.8%	20
2021 Q4	$52.7M	Sell	10,211,649 -3,243,191	-24%	-$20.2M	1.12%	24
2021 Q3	$84.8M	Sell	13,454,840 -1,252,416	-9%	-$8.94M	1.54%	23
2021 Q2	$116M	Sell	14,707,256 -3,341,689	-19%	-$24M	1.92%	16
2021 Q1	$109M	Buy	18,048,945 +43,035	+0.2%	+$232K	1.85%	15
2020 Q4	$79.8M	Buy	18,005,910 +5,419,356	+43%	+$20M	1.83%	15
2020 Q3	$32M	Sell	12,586,554 -750,000	-6%	-$2.07M	1%	24
2020 Q2	$39.3M	Sell	13,336,554 -4,297,018	-24%	-$13.9M	1.08%	26
2020 Q1	$55M	Hold	17,633,572	–	–	1.5%	21
2019 Q4	$128M	Hold	17,633,572	–	–	1.12%	28
2019 Q3	$134M	Sell	17,633,572 -800,000	-4%	-$6.33M	1.41%	23
2019 Q2	$133M	Buy	18,433,572 +3,897,882	+27%	+$25.7M	1.2%	27
2019 Q1	$95.6M	Hold	14,535,690	–	–	0.85%	32
2018 Q4	$97.4M	Buy	14,535,690 +4,072,764	+39%	+$34.2M	0.94%	26
2018 Q3	$103M	Buy	10,462,926 +117,708	+1%	+$1.08M	0.65%	43
2018 Q2	$94M	Sell	10,345,218 -6,424,501	-38%	-$49.9M	0.64%	40
2018 Q1	$113M	Sell	16,769,719 -1,480,999	-8%	-$12.5M	0.66%	39
2017 Q4	$177M	Buy	18,250,718 +2,500,000	+16%	+$25.5M	0.96%	31
2017 Q3	$167M	Buy	15,750,718 +500,000	+3%	+$6.33M	0.97%	31
2017 Q2	$224M	Buy	15,250,718 +520,000	+4%	+$7.19M	1.46%	23
2017 Q1	$198M	Sell	14,730,718 -1,899,697	-11%	-$26.8M	1.31%	24
2016 Q4	$207M	Hold	16,630,415	–	–	1.4%	24
2016 Q3	$290M	Hold	16,630,415	–	–	2.08%	17
2016 Q2	$257M	Hold	16,630,415	–	–	1.82%	20
2016 Q1	$264M	Sell	16,630,415 -1,511,000	-8%	-$23.1M	1.93%	22
2015 Q4	$335M	Buy	18,141,415 +500,000	+3%	+$10.8M	1.89%	20
2015 Q3	$405M	Buy	17,641,415 +6,049,985	+52%	+$179M	2.01%	22
2015 Q2	$402M	Hold	11,591,430	–	–	1.59%	21
2015 Q1	$438M	Buy	11,591,430 +2,835,400	+32%	+$104M	2%	16
2014 Q4	$321M	Buy	8,756,030 +2,407,300	+38%	+$81.6M	1.61%	24
2014 Q3	$205M	Buy	6,348,730 +2,349,000	+59%	+$80.1M	1.07%	34
2014 Q2	$133M	Buy	+3,999,730	New	+$130M	0.77%	37

Other funds holding BKD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glenview Capital Management's BKD Position: Q2 2025 in Review

Glenview Capital Management sold out of Brookdale Senior Living (BKD) in Q2 2025, closing a stake of 1,300,000 shares — an estimated $8.14M sold.

Glenview Capital Management first reported a position in BKD in Q2 2014 and held it in 44 quarters. The position peaked at $438M in Q1 2015. 180 funds tracked by Wall St. Rank hold BKD as of Q2 2025.

Glenview Capital Management reported no remaining Brookdale Senior Living position as of Q2 2025 after selling out during the quarter.
Glenview Capital Management sold 1,300,000 Brookdale Senior Living shares in Q2 2025, an estimated $8.14M.
Glenview Capital Management first reported a position in Brookdale Senior Living in Q2 2014 and held it in 44 quarters.
Glenview Capital Management's Brookdale Senior Living position peaked at $438M in Q1 2015.
180 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2025.

Based on Glenview Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.