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Illumine Investment Management’s Brookdale Senior Living BKD Stock Holding History

Illumine Investment 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
2026
Q1 		$274K Hold
20,000
– – 0.21% 86
2025
Q4 		$216K Hold
20,000
– – 0.16% 87
2025
Q3 		$169K Hold
20,000
– – 0.12% 88
2025
Q2 		$139K Hold
20,000
– – 0.11% 86
2025
Q1 		$125K Hold
20,000
– – 0.1% 88
2024
Q4 		$101K Buy
+20,000
New +$114K 0.08% 89

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AP
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VPM
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VCM
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Wellington Management Group
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CCM
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MRCP
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Illumine Investment Management's BKD Position: Q1 2026 in Review

Illumine Investment Management held its Brookdale Senior Living (BKD) position steady in Q1 2026 at 20,000 shares worth $274K. The position accounts for 0.21% of the portfolio, ranked #86.

Illumine Investment Management first reported a position in BKD in Q4 2024 and has held it in 6 quarters since. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Illumine Investment Management held 20,000 shares of Brookdale Senior Living worth $274K as of Q1 2026.
  • Illumine Investment Management left its Brookdale Senior Living share count unchanged in Q1 2026.
  • Brookdale Senior Living made up 0.21% of Illumine Investment Management's portfolio in Q1 2026, its #86 holding.
  • Illumine Investment Management first reported a position in Brookdale Senior Living in Q4 2024 and has held it in 6 quarters since.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Illumine Investment Management's 13F filing for Q1 2026, filed 4 May 2026.