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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
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 $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

InceptionR's BKD Position: Q1 2026 in Review

InceptionR increased its Brookdale Senior Living (BKD) stake by 94% in Q1 2026, buying an estimated $255K and bringing the position to 37,448 shares worth $512K. The position accounts for 0.12% of the portfolio, ranked #300.

InceptionR first reported a position in BKD in Q1 2025 and has held it in 5 quarters since. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • InceptionR held 37,448 shares of Brookdale Senior Living worth $512K as of Q1 2026.
  • InceptionR bought 18,168 Brookdale Senior Living shares in Q1 2026, an estimated $255K.
  • Brookdale Senior Living made up 0.12% of InceptionR's portfolio in Q1 2026, its #300 holding.
  • InceptionR first reported a position in Brookdale Senior Living in Q1 2025 and has held it in 5 quarters since.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.