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Joel Greenblatt’s Brookdale Senior Living BKD Stock Holding History

Joel Greenblatt’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 		$509K Sell
31,627
-24,211
-43% -$329K ﹤0.01% 1510
2026
Q1 		$764K Sell
55,838
-1,237
-2% -$17.3K ﹤0.01% 1383
2025
Q4 		$616K Buy
+57,075
New +$561K ﹤0.01% 1382
2024
Q3 		– Sell
-22,731
Closed -$155K – 1417
2024
Q2 		$155K Sell
22,731
-43,727
-66% -$296K ﹤0.01% 1357
2024
Q1 		$439K Buy
66,458
+5,958
+10% +$34.8K 0.01% 1094
2023
Q4 		$352K Buy
60,500
+15,491
+34% +$72.7K 0.01% 1091
2023
Q3 		$186K Buy
45,009
+13,047
+41% +$52.4K ﹤0.01% 1253
2023
Q2 		$135K Buy
+31,962
New +$124K ﹤0.01% 1259
2019
Q4 		– Sell
-14,445
Closed -$109K – 1102
2019
Q3 		$109K Sell
14,445
-13,334
-48% -$106K ﹤0.01% 1051
2019
Q2 		$200K Sell
27,779
-82,590
-75% -$545K ﹤0.01% 1071
2019
Q1 		$726K Sell
110,369
-278,308
-72% -$2.04M 0.01% 745
2018
Q4 		$2.6M Buy
388,677
+128,600
+49% +$1.08M 0.04% 442
2018
Q3 		$2.56M Sell
260,077
-463,156
-64% -$4.26M 0.04% 459
2018
Q2 		$6.57M Sell
723,233
-223,338
-24% -$1.73M 0.1% 293
2018
Q1 		$6.35M Buy
946,571
+893,593
+1,687% +$7.55M 0.09% 313
2017
Q4 		$514K Sell
52,978
-65,030
-55% -$663K 0.01% 708
2017
Q3 		$1.25M Sell
118,008
-94,068
-44% -$1.19M 0.02% 580
2017
Q2 		$3.12M Buy
212,076
+197,806
+1,386% +$2.73M 0.04% 451
2017
Q1 		$192K Sell
14,270
-56,859
-80% -$803K ﹤0.01% 930
2016
Q4 		$883K Sell
71,129
-215,497
-75% -$2.89M 0.01% 641
2016
Q3 		$5M Sell
286,626
-180,208
-39% -$3.11M 0.07% 353
2016
Q2 		$7.21M Sell
466,834
-418,327
-47% -$7.3M 0.09% 333
2016
Q1 		$14.1M Buy
+885,161
New +$13.5M 0.16% 222

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

Joel Greenblatt's BKD Position: Q2 2026 in Review

Joel Greenblatt reduced its Brookdale Senior Living (BKD) stake by 43% in Q2 2026, selling an estimated $329K and leaving 31,627 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Joel Greenblatt first reported a position in BKD in Q1 2016 and has held it in 23 quarters since. The position peaked at $14.1M in Q1 2016. 290 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Joel Greenblatt held 31,627 shares of Brookdale Senior Living worth $509K as of Q2 2026.
  • Joel Greenblatt sold 24,211 Brookdale Senior Living shares in Q2 2026, an estimated $329K.
  • Brookdale Senior Living made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1510 holding.
  • Joel Greenblatt first reported a position in Brookdale Senior Living in Q1 2016 and has held it in 23 quarters since.
  • Joel Greenblatt's Brookdale Senior Living position peaked at $14.1M in Q1 2016.
  • 290 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.