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O'Shaughnessy Asset Management’s Brookdale Senior Living BKD Stock Holding History

O'Shaughnessy Asset 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
2025
Q4 		– Sell
-10,945
Closed -$92.7K – 2647
2025
Q3 		$92.7K Buy
+10,945
New +$83.4K ﹤0.01% 2107

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DM
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AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

O'Shaughnessy Asset Management's BKD Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of Brookdale Senior Living (BKD) in Q4 2025, closing a stake of 10,945 shares — an estimated $92.7K sold.

O'Shaughnessy Asset Management first reported a position in BKD in Q3 2025 and held it in 1 quarter. The position peaked at $92.7K in Q3 2025. 238 funds tracked by Wall St. Rank hold BKD as of Q4 2025.

  • O'Shaughnessy Asset Management reported no remaining Brookdale Senior Living position as of Q4 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 10,945 Brookdale Senior Living shares in Q4 2025, an estimated $92.7K.
  • O'Shaughnessy Asset Management first reported a position in Brookdale Senior Living in Q3 2025 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's Brookdale Senior Living position peaked at $92.7K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.