Principal Financial Group
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Principal Financial Group’s Brookdale Senior Living BKD Stock Holding History

Principal Financial Group’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 		$3.79M Buy
276,784
+8,868
+3% +$124K ﹤0.01% 1704
2025
Q4 		$2.89M Buy
267,916
+90,327
+51% +$888K ﹤0.01% 1775
2025
Q3 		$1.5M Buy
177,589
+161,263
+988% +$1.23M ﹤0.01% 1858
2025
Q2 		$114K Sell
16,326
-148,025
-90% -$963K ﹤0.01% 2166
2025
Q1 		$1.03M Buy
164,351
+14,326
+10% +$76.6K ﹤0.01% 1850
2024
Q4 		$755K Buy
150,025
+13,494
+10% +$77.2K ﹤0.01% 1908
2024
Q3 		$927K Buy
136,531
+111,686
+450% +$797K ﹤0.01% 1864
2024
Q2 		$170K Buy
24,845
+3,390
+16% +$22.9K ﹤0.01% 2167
2024
Q1 		$142K Sell
21,455
-2,076
-9% -$12.1K ﹤0.01% 2231
2023
Q4 		$137K Sell
23,531
-3,896
-14% -$18.3K ﹤0.01% 2224
2023
Q3 		$114K Buy
27,427
+9,319
+51% +$37.4K ﹤0.01% 2263
2023
Q2 		$76.4K Sell
18,108
-3,091
-15% -$11.9K ﹤0.01% 2324
2023
Q1 		$62.5K Buy
21,199
+9,102
+75% +$26.1K ﹤0.01% 2357
2022
Q4 		$33K Sell
12,097
-85,637
-88% -$320K ﹤0.01% 2385
2022
Q3 		$417K Sell
97,734
-89,515
-48% -$424K ﹤0.01% 2000
2022
Q2 		$850K Sell
187,249
-19,779
-10% -$117K ﹤0.01% 1951
2022
Q1 		$1.46M Sell
207,028
-89,068
-30% -$544K ﹤0.01% 1913
2021
Q4 		$1.53M Buy
296,096
+83,421
+39% +$520K ﹤0.01% 1904
2021
Q3 		$1.34M Sell
212,675
-12,830
-6% -$91.6K ﹤0.01% 1943
2021
Q2 		$1.78M Buy
225,505
+14,279
+7% +$103K ﹤0.01% 1937
2021
Q1 		$1.28M Buy
211,226
+21,573
+11% +$116K ﹤0.01% 1942
2020
Q4 		$840K Sell
189,653
-93,228
-33% -$344K ﹤0.01% 1982
2020
Q3 		$718K Buy
282,881
+99,946
+55% +$276K ﹤0.01% 1935
2020
Q2 		$540K Buy
182,935
+60,395
+49% +$195K ﹤0.01% 1953
2020
Q1 		$382K Buy
122,540
+736
+0.6% +$4.29K ﹤0.01% 1914
2019
Q4 		$886K Sell
121,804
-21,829
-15% -$162K ﹤0.01% 1855
2019
Q3 		$1.09M Buy
143,633
+10,669
+8% +$84.4K ﹤0.01% 1817
2019
Q2 		$958K Buy
132,964
+91,308
+219% +$603K ﹤0.01% 1847
2019
Q1 		$274K Sell
41,656
-1,466
-3% -$10.8K ﹤0.01% 2061
2018
Q4 		$289K Sell
43,122
-3,064
-7% -$25.7K ﹤0.01% 2035
2018
Q3 		$454K Sell
46,186
-279
-0.6% -$2.57K ﹤0.01% 1981
2018
Q2 		$422K Sell
46,465
-10,885
-19% -$84.5K ﹤0.01% 1994
2018
Q1 		$385K Buy
57,350
+9,598
+20% +$81.1K ﹤0.01% 1980
2017
Q4 		$463K Buy
47,752
+22,989
+93% +$234K ﹤0.01% 1975
2017
Q3 		$262K Sell
24,763
-2,521
-9% -$31.9K ﹤0.01% 2047
2017
Q2 		$401K Buy
27,284
+3,294
+14% +$45.5K ﹤0.01% 1992
2017
Q1 		$322K Buy
23,990
+38
+0.2% +$536 ﹤0.01% 1996
2016
Q4 		$297K Sell
23,952
-232
-1% -$3.11K ﹤0.01% 2015
2016
Q3 		$422K Sell
24,184
-4,112
-15% -$70.9K ﹤0.01% 1888
2016
Q2 		$437K Buy
28,296
+7,351
+35% +$128K ﹤0.01% 1865
2016
Q1 		$333K Sell
20,945
-41
-0.2% -$626 ﹤0.01% 1905
2015
Q4 		$387K Buy
20,986
+435
+2% +$9.37K ﹤0.01% 1897
2015
Q3 		$472K Sell
20,551
-2,203,624
-99% -$65.1M ﹤0.01% 1871
2015
Q2 		$77.2M Buy
2,224,175
+100,838
+5% +$3.72M 0.12% 216
2015
Q1 		$80.2M Buy
2,123,337
+193,469
+10% +$7.09M 0.12% 215
2014
Q4 		$70.8M Buy
1,929,868
+147,185
+8% +$4.99M 0.11% 236
2014
Q3 		$57.4M Buy
1,782,683
+66,976
+4% +$2.28M 0.1% 249
2014
Q2 		$57.2M Sell
1,715,707
-57,716
-3% -$1.88M 0.1% 257
2014
Q1 		$59.4M Buy
1,773,423
+79,988
+5% +$2.42M 0.11% 243
2013
Q4 		$46M Buy
1,693,435
+316,446
+23% +$8.77M 0.09% 274
2013
Q3 		$36.2M Buy
1,376,989
+218,129
+19% +$5.98M 0.07% 305
2013
Q2 		$30.6M Buy
+1,158,860
New +$31.9M 0.07% 322

Other funds holding BKD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AP
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
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group's BKD Position: Q1 2026 in Review

Principal Financial Group increased its Brookdale Senior Living (BKD) stake by 3.3% in Q1 2026, buying an estimated $124K and bringing the position to 276,784 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Principal Financial Group first reported a position in BKD in Q2 2013 and has held it in 52 quarters since. The position peaked at $80.2M in Q1 2015. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • Principal Financial Group held 276,784 shares of Brookdale Senior Living worth $3.79M as of Q1 2026.
  • Principal Financial Group bought 8,868 Brookdale Senior Living shares in Q1 2026, an estimated $124K.
  • Brookdale Senior Living made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1704 holding.
  • Principal Financial Group first reported a position in Brookdale Senior Living in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Brookdale Senior Living position peaked at $80.2M in Q1 2015.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.