IFP Advisors’s Brookdale Senior Living BKD Stock Holding History

IFP 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
2026 Q2	$1.01K	Hold	63	–	–	﹤0.01%	4490
2026 Q1	$862	Hold	63	–	–	﹤0.01%	4265
2025 Q4	$680	Hold	63	–	–	﹤0.01%	4194
2025 Q3	$534	Buy	+63	New	+$480	﹤0.01%	4157
2025 Q2	–	Hold	0	–	–	–	3074
2025 Q1	–	Sell	-10	Closed	-$50	–	4346
2024 Q4	$50	Buy	+10	New	+$57	﹤0.01%	4257
2023 Q3	–	Sell	-500	Closed	-$2.11K	–	3324
2023 Q2	$2.11K	Hold	500	–	–	﹤0.01%	2862
2023 Q1	$4.01K	Hold	500	–	–	﹤0.01%	2657
2022 Q4	$4K	Hold	500	–	–	﹤0.01%	3856
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	4093
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	3861
2022 Q1	$4K	Hold	500	–	–	﹤0.01%	3861
2021 Q4	$3K	Buy	+500	New	+$3.12K	﹤0.01%	2645
2019 Q1	–	Sell	-99	Closed	-$1K	–	2463
2018 Q4	$1K	Sell	99 -7	-7%	-$59	﹤0.01%	3272
2018 Q3	$1K	Sell	106 -16	-13%	-$147	﹤0.01%	3653
2018 Q2	$1K	Buy	+122	New	+$947	﹤0.01%	3697
2017 Q4	–	Sell	-100	Closed	-$1.02K	–	3818
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	3873
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	3853
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	3771
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	3753
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	3552
2016 Q2	$2K	Buy	+100	New	+$1.75K	﹤0.01%	3441

Other funds holding BKD

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's BKD Position: Q2 2026 in Review

IFP Advisors held its Brookdale Senior Living (BKD) position steady in Q2 2026 at 63 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #4490.

IFP Advisors first reported a position in BKD in Q2 2016 and has held it in 21 quarters since. The position peaked at $4.01K in Q1 2023. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

IFP Advisors held 63 shares of Brookdale Senior Living worth $1.01K as of Q2 2026.
IFP Advisors left its Brookdale Senior Living share count unchanged in Q2 2026.
Brookdale Senior Living made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4490 holding.
IFP Advisors first reported a position in Brookdale Senior Living in Q2 2016 and has held it in 21 quarters since.
IFP Advisors's Brookdale Senior Living position peaked at $4.01K in Q1 2023.
292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.