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Neo Ivy Capital Management’s Brookdale Senior Living BKD Stock Holding History

Neo Ivy Capital 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 		$1.47M Buy
91,121
+51,171
+128% +$696K 0.34% 109
2026
Q1 		$547K Buy
+39,950
New +$560K 0.14% 199

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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
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Vanguard Capital Management
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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

Neo Ivy Capital Management's BKD Position: Q2 2026 in Review

Neo Ivy Capital Management increased its Brookdale Senior Living (BKD) stake by 128% in Q2 2026, buying an estimated $696K and bringing the position to 91,121 shares worth $1.47M. The position accounts for 0.34% of the portfolio, ranked #109.

Neo Ivy Capital Management first reported a position in BKD in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Neo Ivy Capital Management held 91,121 shares of Brookdale Senior Living worth $1.47M as of Q2 2026.
  • Neo Ivy Capital Management bought 51,171 Brookdale Senior Living shares in Q2 2026, an estimated $696K.
  • Brookdale Senior Living made up 0.34% of Neo Ivy Capital Management's portfolio in Q2 2026, its #109 holding.
  • Neo Ivy Capital Management first reported a position in Brookdale Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.