NEI
BKD icon

Northwest & Ethical Investments’s Brookdale Senior Living BKD Stock Holding History

Northwest & Ethical Investments’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 		$222K Sell
14,027
-23,050
-62% -$313K 0.01% 404
2026
Q1 		$515K Buy
37,077
+12,777
+53% +$179K 0.01% 391
2025
Q4 		$261K Buy
+24,300
New +$239K 0.01% 460

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

Northwest & Ethical Investments's BKD Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Brookdale Senior Living (BKD) stake by 62% in Q2 2026, selling an estimated $313K and leaving 14,027 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #404.

Northwest & Ethical Investments first reported a position in BKD in Q4 2025 and has held it in 3 quarters since. The position peaked at $515K in Q1 2026. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Northwest & Ethical Investments held 14,027 shares of Brookdale Senior Living worth $222K as of Q2 2026.
  • Northwest & Ethical Investments sold 23,050 Brookdale Senior Living shares in Q2 2026, an estimated $313K.
  • Brookdale Senior Living made up 0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #404 holding.
  • Northwest & Ethical Investments first reported a position in Brookdale Senior Living in Q4 2025 and has held it in 3 quarters since.
  • Northwest & Ethical Investments's Brookdale Senior Living position peaked at $515K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.