Marshall Wace
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Marshall Wace’s Brookdale Senior Living BKD Stock Holding History

Marshall Wace’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 		$7.2M Sell
526,638
-229,932
-30% -$3.22M 0.01% 1127
2025
Q4 		$8.16M Sell
756,570
-347,827
-31% -$3.42M 0.01% 946
2025
Q3 		$9.35M Sell
1,104,397
-2,302,303
-68% -$17.5M 0.01% 936
2025
Q2 		$23.7M Buy
3,406,700
+279,232
+9% +$1.82M 0.03% 525
2025
Q1 		$19.6M Buy
3,127,468
+1,344,871
+75% +$7.2M 0.02% 517
2024
Q4 		$8.97M Sell
1,782,597
-1,017,267
-36% -$5.82M 0.01% 838
2024
Q3 		$19M Buy
2,799,864
+863,083
+45% +$6.16M 0.02% 526
2024
Q2 		$13.2M Buy
1,936,781
+506,114
+35% +$3.42M 0.02% 619
2024
Q1 		$9.46M Sell
1,430,667
-569,076
-28% -$3.32M 0.01% 767
2023
Q4 		$11.6M Buy
1,999,743
+7,169
+0.4% +$33.6K 0.02% 641
2023
Q3 		$8.25M Sell
1,992,574
-151,083
-7% -$607K 0.02% 708
2023
Q2 		$9.05M Buy
2,143,657
+1,461,371
+214% +$5.65M 0.02% 779
2023
Q1 		$2.01M Buy
+682,286
New +$1.96M ﹤0.01% 1457
2022
Q2 		– Sell
-11,795
Closed -$83K – 3425
2022
Q1 		$83K Buy
+11,795
New +$72K ﹤0.01% 3212
2021
Q3 		– Sell
-245,739
Closed -$1.94M – 3036
2021
Q2 		$1.94M Buy
245,739
+179,068
+269% +$1.29M 0.01% 1451
2021
Q1 		$403K Buy
+66,671
New +$359K ﹤0.01% 2025
2020
Q3 		– Sell
-36,779
Closed -$108K – 1588
2020
Q2 		$108K Buy
+36,779
New +$119K ﹤0.01% 1453
2019
Q2 		– Sell
-303,185
Closed -$2M – 1367
2019
Q1 		$2M Buy
+303,185
New +$2.23M 0.02% 740
2017
Q1 		– Sell
-59,015
Closed -$733K – 349
2016
Q4 		$733K Buy
+59,015
New +$792K ﹤0.01% 798
2016
Q3 		– Sell
-259,841
Closed -$4.01M – 952
2016
Q2 		$4.01M Buy
+259,841
New +$4.53M 0.03% 436
2014
Q4 		– Sell
-120,300
Closed -$3.88M – 821
2014
Q3 		$3.88M Buy
+120,300
New +$4.1M 0.06% 332
2014
Q2 		– Sell
-93,344
Closed -$3.13M – 930
2014
Q1 		$3.13M Buy
+93,344
New +$2.83M 0.06% 292

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

Marshall Wace's BKD Position: Q1 2026 in Review

Marshall Wace reduced its Brookdale Senior Living (BKD) stake by 30% in Q1 2026, selling an estimated $3.22M and leaving 526,638 shares worth $7.2M. The position accounts for 0.01% of the portfolio, ranked #1127.

Marshall Wace first reported a position in BKD in Q1 2014 and has held it in 22 quarters since. The position peaked at $23.7M in Q2 2025. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Marshall Wace held 526,638 shares of Brookdale Senior Living worth $7.2M as of Q1 2026.
  • Marshall Wace sold 229,932 Brookdale Senior Living shares in Q1 2026, an estimated $3.22M.
  • Brookdale Senior Living made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1127 holding.
  • Marshall Wace first reported a position in Brookdale Senior Living in Q1 2014 and has held it in 22 quarters since.
  • Marshall Wace's Brookdale Senior Living position peaked at $23.7M in Q2 2025.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.