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InceptionR’s Brookdale Senior Living BKD Stock Holding History

InceptionR’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 		$528K Sell
32,797
-4,651
-12% -$63.2K 0.13% 297
2026
Q1 		$512K Buy
37,448
+18,168
+94% +$255K 0.12% 300
2025
Q4 		$208K Sell
19,280
-2,007
-9% -$19.7K 0.06% 536
2025
Q3 		$180K Sell
21,287
-4,009
-16% -$30.6K 0.04% 615
2025
Q2 		$176K Buy
25,296
+11,560
+84% +$75.2K 0.04% 582
2025
Q1 		$86K Buy
+13,736
New +$73.5K 0.03% 507

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

InceptionR's BKD Position: Q2 2026 in Review

InceptionR reduced its Brookdale Senior Living (BKD) stake by 12% in Q2 2026, selling an estimated $63.2K and leaving 32,797 shares worth $528K. The position accounts for 0.13% of the portfolio, ranked #297.

InceptionR first reported a position in BKD in Q1 2025 and has held it in 6 quarters since. 293 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • InceptionR held 32,797 shares of Brookdale Senior Living worth $528K as of Q2 2026.
  • InceptionR sold 4,651 Brookdale Senior Living shares in Q2 2026, an estimated $63.2K.
  • Brookdale Senior Living made up 0.13% of InceptionR's portfolio in Q2 2026, its #297 holding.
  • InceptionR first reported a position in Brookdale Senior Living in Q1 2025 and has held it in 6 quarters since.
  • 293 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.