Hedges Asset Management’s Brookdale Senior Living BKD Stock Holding History

Hedges Asset 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 Q4	$1.48M	Sell	137,000 -5,000	-4%	-$49.2K	1.04%	34
2025 Q3	$1.2M	Sell	142,000 -10,000	-7%	-$76.2K	0.92%	39
2025 Q2	$1.06M	Sell	152,000 -88,000	-37%	-$572K	0.85%	45
2025 Q1	$1.5M	Sell	240,000 -25,000	-9%	-$134K	0.99%	35
2024 Q4	$1.33M	Buy	265,000 +58,000	+28%	+$332K	0.88%	41
2024 Q3	$1.41M	Buy	207,000 +25,000	+14%	+$178K	0.93%	39
2024 Q2	$1.24M	Hold	182,000	–	–	0.89%	40
2024 Q1	$1.2M	Hold	182,000	–	–	0.84%	41
2023 Q4	$1.06M	Hold	182,000	–	–	0.83%	40
2023 Q3	$753K	Hold	182,000	–	–	0.66%	47
2023 Q2	$768K	Sell	182,000 -10,000	-5%	-$38.6K	0.65%	46
2023 Q1	$566K	Sell	192,000 -15,000	-7%	-$43.1K	0.48%	60
2022 Q4	$565K	Hold	207,000	–	–	0.5%	54
2022 Q3	$884K	Hold	207,000	–	–	0.88%	34
2022 Q2	$940K	Hold	207,000	–	–	0.89%	35
2022 Q1	$1.46M	Hold	207,000	–	–	1.13%	27
2021 Q4	$1.07M	Buy	+207,000	New	+$1.29M	0.83%	36

Other funds holding BKD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

CCM

Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hedges Asset Management's BKD Position: Q4 2025 in Review

Hedges Asset Management reduced its Brookdale Senior Living (BKD) stake by 3.5% in Q4 2025, selling an estimated $49.2K and leaving 137,000 shares worth $1.48M. The position accounts for 1.04% of the portfolio, ranked #34.

Hedges Asset Management first reported a position in BKD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.5M in Q1 2025. 238 funds tracked by Wall St. Rank hold BKD as of Q4 2025.

Hedges Asset Management held 137,000 shares of Brookdale Senior Living worth $1.48M as of Q4 2025.
Hedges Asset Management sold 5,000 Brookdale Senior Living shares in Q4 2025, an estimated $49.2K.
Brookdale Senior Living made up 1.04% of Hedges Asset Management's portfolio in Q4 2025, its #34 holding.
Hedges Asset Management first reported a position in Brookdale Senior Living in Q4 2021 and has held it in 17 quarters since.
Hedges Asset Management's Brookdale Senior Living position peaked at $1.5M in Q1 2025.
238 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2025.

Based on Hedges Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.