Jim Simons
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Jim Simons’s Brookdale Senior Living BKD Stock Holding History

Jim Simons’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 		$105M Buy
7,663,564
+1,300,100
+20% +$18.2M 0.16% 140
2025
Q4 		$68.7M Sell
6,363,464
-925,856
-13% -$9.1M 0.11% 219
2025
Q3 		$61.7M Buy
7,289,320
+311,800
+4% +$2.38M 0.08% 275
2025
Q2 		$48.6M Buy
6,977,520
+730,418
+12% +$4.75M 0.06% 349
2025
Q1 		$39.1M Buy
6,247,102
+144,900
+2% +$775K 0.06% 402
2024
Q4 		$30.7M Sell
6,102,202
-435,718
-7% -$2.49M 0.05% 474
2024
Q3 		$44.4M Buy
6,537,920
+344,918
+6% +$2.46M 0.07% 359
2024
Q2 		$42.3M Sell
6,193,002
-77,600
-1% -$525K 0.07% 339
2024
Q1 		$41.4M Sell
6,270,602
-574,124
-8% -$3.35M 0.07% 359
2023
Q4 		$39.8M Buy
6,844,726
+761,224
+13% +$3.57M 0.06% 363
2023
Q3 		$25.2M Sell
6,083,502
-399,418
-6% -$1.6M 0.04% 481
2023
Q2 		$27.4M Buy
6,482,920
+185,725
+3% +$718K 0.04% 528
2023
Q1 		$18.6M Sell
6,297,195
-94,407
-1% -$271K 0.02% 761
2022
Q4 		$17.4M Sell
6,391,602
-618,500
-9% -$2.31M 0.02% 786
2022
Q3 		$29.9M Sell
7,010,102
-914,900
-12% -$4.34M 0.04% 491
2022
Q2 		$36M Sell
7,925,002
-361,000
-4% -$2.13M 0.04% 467
2022
Q1 		$58.4M Sell
8,286,002
-289,700
-3% -$1.77M 0.07% 299
2021
Q4 		$44.3M Sell
8,575,702
-504,400
-6% -$3.15M 0.06% 371
2021
Q3 		$57.2M Sell
9,080,102
-509,918
-5% -$3.64M 0.07% 278
2021
Q2 		$75.8M Sell
9,590,020
-1,014,982
-10% -$7.3M 0.09% 221
2021
Q1 		$64.2M Sell
10,605,002
-1,159,000
-10% -$6.24M 0.08% 273
2020
Q4 		$52.1M Sell
11,764,002
-456,200
-4% -$1.68M 0.06% 335
2020
Q3 		$31M Sell
12,220,202
-539,800
-4% -$1.49M 0.03% 544
2020
Q2 		$37.6M Sell
12,760,002
-529,200
-4% -$1.71M 0.03% 513
2020
Q1 		$41.5M Sell
13,289,202
-1,083,718
-8% -$6.31M 0.04% 444
2019
Q4 		$104M Buy
14,372,920
+1,382,595
+11% +$10.3M 0.08% 270
2019
Q3 		$98.5M Buy
12,990,325
+1,605,630
+14% +$12.7M 0.08% 281
2019
Q2 		$82.1M Buy
11,384,695
+4,022,079
+55% +$26.5M 0.07% 322
2019
Q1 		$48.4M Buy
7,362,616
+2,161,897
+42% +$15.9M 0.04% 527
2018
Q4 		$34.8M Buy
5,200,719
+1,220,701
+31% +$10.2M 0.04% 583
2018
Q3 		$39.1M Buy
3,980,018
+1,442,132
+57% +$13.3M 0.04% 547
2018
Q2 		$23.1M Buy
2,537,886
+1,857,286
+273% +$14.4M 0.03% 838
2018
Q1 		$4.57M Sell
680,600
-159,218
-19% -$1.35M 0.01% 1874
2017
Q4 		$8.15M Buy
+839,818
New +$8.56M 0.01% 1502
2017
Q3 		– Sell
-294,004
Closed -$4.33M – 3205
2017
Q2 		$4.33M Buy
+294,004
New +$4.06M 0.01% 1799
2016
Q4 		– Sell
-346,918
Closed -$6.05M – 3245
2016
Q3 		$6.05M Buy
+346,918
New +$5.98M 0.01% 1484
2016
Q2 		– Sell
-447,218
Closed -$7.1M – 3330
2016
Q1 		$7.1M Sell
447,218
-740,600
-62% -$11.3M 0.01% 1372
2015
Q4 		$21.9M Buy
1,187,818
+823,500
+226% +$17.7M 0.05% 500
2015
Q3 		$8.37M Buy
364,318
+345,600
+1,846% +$10.2M 0.02% 1050
2015
Q2 		$650K Sell
18,718
-226,300
-92% -$8.34M ﹤0.01% 2637
2015
Q1 		$9.25M Sell
245,018
-695,800
-74% -$25.5M 0.02% 980
2014
Q4 		$34.5M Buy
940,818
+170,400
+22% +$5.78M 0.08% 269
2014
Q3 		$24.8M Buy
770,418
+90,018
+13% +$3.07M 0.07% 359
2014
Q2 		$22.7M Sell
680,400
-814,765
-54% -$26.5M 0.05% 412
2014
Q1 		$50.1M Buy
1,495,165
+872,565
+140% +$26.4M 0.12% 172
2013
Q4 		$16.9M Buy
622,600
+316,400
+103% +$8.77M 0.04% 542
2013
Q3 		$8.05M Sell
306,200
-966,000
-76% -$26.5M 0.02% 906
2013
Q2 		$33.6M Buy
+1,272,200
New +$35M 0.09% 277

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 $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 $5.46B AUM 26.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jim Simons's BKD Position: Q1 2026 in Review

Jim Simons increased its Brookdale Senior Living (BKD) stake by 20% in Q1 2026, buying an estimated $18.2M and bringing the position to 7,663,564 shares worth $105M. The position accounts for 0.16% of the portfolio, ranked #140.

Jim Simons first reported a position in BKD in Q2 2013 and has held it in 48 quarters since. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Jim Simons held 7,663,564 shares of Brookdale Senior Living worth $105M as of Q1 2026.
  • Jim Simons bought 1,300,100 Brookdale Senior Living shares in Q1 2026, an estimated $18.2M.
  • Brookdale Senior Living made up 0.16% of Jim Simons's portfolio in Q1 2026, its #140 holding.
  • Jim Simons first reported a position in Brookdale Senior Living in Q2 2013 and has held it in 48 quarters since.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

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