Jupiter Asset Management’s Brookdale Senior Living BKD Stock Holding History

Jupiter Asset 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 Q2	$5.07M	Buy	+315,045	New	+$4.28M	0.03%	362
2021 Q4	–	Sell	-22,307	Closed	-$141K	–	557
2021 Q3	$141K	Sell	22,307 -22,996	-51%	-$164K	﹤0.01%	544
2021 Q2	$358K	Sell	45,303 -115,813	-72%	-$833K	﹤0.01%	519
2021 Q1	$973K	Buy	161,116 +68,966	+75%	+$371K	0.01%	445
2020 Q4	$408K	Buy	+92,150	New	+$340K	﹤0.01%	524
2020 Q1	–	Sell	-556,702	Closed	-$4.04M	–	208
2019 Q4	$4.04M	Hold	556,702	–	–	0.12%	160
2019 Q3	$4.22M	Hold	556,702	–	–	0.14%	154
2019 Q2	$4.01M	Hold	556,702	–	–	0.13%	153
2019 Q1	$3.66M	Hold	556,702	–	–	0.12%	161
2018 Q4	$3.72M	Sell	556,702 -56,805	-9%	-$477K	0.13%	155
2018 Q3	$6.03M	Buy	613,507 +12,932	+2%	+$119K	0.17%	152
2018 Q2	$5.46M	Buy	+600,575	New	+$4.66M	0.16%	154

Other funds holding BKD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Asset Management's BKD Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in Brookdale Senior Living (BKD) in Q2 2026: 315,045 shares worth $5.07M. The stake represents 0.03% of the portfolio and ranks #362 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in BKD as recently as Q3 2021.

Jupiter Asset Management first reported a position in BKD in Q2 2018 and has held it in 12 quarters since. The position peaked at $6.03M in Q3 2018. 293 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

Jupiter Asset Management held 315,045 shares of Brookdale Senior Living worth $5.07M as of Q2 2026.
Brookdale Senior Living was a new Jupiter Asset Management position in Q2 2026.
Brookdale Senior Living made up 0.03% of Jupiter Asset Management's portfolio in Q2 2026, its #362 holding.
Jupiter Asset Management first reported a position in Brookdale Senior Living in Q2 2018 and has held it in 12 quarters since.
Jupiter Asset Management's Brookdale Senior Living position peaked at $6.03M in Q3 2018.
293 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.