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Private Advisor Group’s Brookdale Senior Living BKD Stock Holding History

Private Advisor 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
Q2 		– Sell
-39,997
Closed -$547K – 2553
2026
Q1 		$547K Buy
+39,997
New +$560K ﹤0.01% 1799
2020
Q3 		– Sell
-100
Closed – – 1769
2020
Q2 		$0 Buy
+100
New +$324 ﹤0.01% 3841

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

Private Advisor Group's BKD Position: Q2 2026 in Review

Private Advisor Group sold out of Brookdale Senior Living (BKD) in Q2 2026, closing a stake of 39,997 shares — an estimated $547K sold.

Private Advisor Group first reported a position in BKD in Q2 2020 and held it in 2 quarters. The position peaked at $547K in Q1 2026. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Private Advisor Group reported no remaining Brookdale Senior Living position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 39,997 Brookdale Senior Living shares in Q2 2026, an estimated $547K.
  • Private Advisor Group first reported a position in Brookdale Senior Living in Q2 2020 and held it in 2 quarters.
  • Private Advisor Group's Brookdale Senior Living position peaked at $547K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.