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Occudo Quantitative Strategies’s Brookdale Senior Living BKD Stock Holding History

Occudo Quantitative Strategies’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 		$1.75M Sell
108,784
-285,374
-72% -$3.88M 0.09% 300
2026
Q1 		$5.66M Buy
394,158
+365,832
+1,292% +$5.13M 0.31% 95
2025
Q4 		$306K Buy
+28,326
New +$278K 0.02% 500
2025
Q2 		– Sell
-13,896
Closed -$85.5K – 644
2025
Q1 		$85.5K Buy
+13,896
New +$74.3K 0.01% 605
2024
Q2 		– Sell
-11,909
Closed -$78.7K – 759
2024
Q1 		$78.7K Sell
11,909
-8,327
-41% -$48.6K 0.01% 672
2023
Q4 		$118K Buy
+20,236
New +$95K 0.02% 698
2023
Q2 		– Sell
-186,097
Closed -$549K – 1026
2023
Q1 		$549K Sell
186,097
-837
-0.4% -$2.4K 0.05% 489
2022
Q4 		$510K Buy
186,934
+46,972
+34% +$176K 0.06% 491
2022
Q3 		$598K Buy
+139,962
New +$663K 0.05% 600
2021
Q4 		– Sell
-34,278
Closed -$216K – 1070
2021
Q3 		$216K Buy
34,278
+17,510
+104% +$125K 0.03% 840
2021
Q2 		$132K Buy
+16,768
New +$121K 0.02% 770

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

Occudo Quantitative Strategies's BKD Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its Brookdale Senior Living (BKD) stake by 72% in Q2 2026, selling an estimated $3.88M and leaving 108,784 shares worth $1.75M. The position accounts for 0.09% of the portfolio, ranked #300.

Occudo Quantitative Strategies first reported a position in BKD in Q2 2021 and has held it in 11 quarters since. The position peaked at $5.66M in Q1 2026. 293 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Occudo Quantitative Strategies held 108,784 shares of Brookdale Senior Living worth $1.75M as of Q2 2026.
  • Occudo Quantitative Strategies sold 285,374 Brookdale Senior Living shares in Q2 2026, an estimated $3.88M.
  • Brookdale Senior Living made up 0.09% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #300 holding.
  • Occudo Quantitative Strategies first reported a position in Brookdale Senior Living in Q2 2021 and has held it in 11 quarters since.
  • Occudo Quantitative Strategies's Brookdale Senior Living position peaked at $5.66M in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.