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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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 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 New York $63.9B AUM 45.56% 1-Year Est. Return

Occudo Quantitative Strategies's BKD Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its Brookdale Senior Living (BKD) stake by 1,292% in Q1 2026, buying an estimated $5.13M and bringing the position to 394,158 shares worth $5.66M. The position accounts for 0.31% of the portfolio, ranked #95.

Occudo Quantitative Strategies first reported a position in BKD in Q2 2021 and has held it in 10 quarters since. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

Occudo Quantitative Strategies held 394,158 shares of Brookdale Senior Living worth $5.66M as of Q1 2026.
Occudo Quantitative Strategies bought 365,832 Brookdale Senior Living shares in Q1 2026, an estimated $5.13M.
Brookdale Senior Living made up 0.31% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #95 holding.
Occudo Quantitative Strategies first reported a position in Brookdale Senior Living in Q2 2021 and has held it in 10 quarters since.
282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.