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R Squared’s Brookdale Senior Living BKD Stock Holding History

R Squared’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 		$157K Buy
+11,501
New +$161K 0.09% 328
2025
Q4 		– Sell
-16,985
Closed -$144K – 541
2025
Q3 		$144K Sell
16,985
-1,169
-6% -$8.91K 0.06% 416
2025
Q2 		$126K Buy
+18,154
New +$118K 0.07% 330
2025
Q1 		– Sell
-6,636
Closed -$33.4K – 451
2024
Q4 		$33.4K Buy
+6,636
New +$38K 0.03% 657

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

R Squared's BKD Position: Q1 2026 in Review

R Squared opened a new position in Brookdale Senior Living (BKD) in Q1 2026: 11,501 shares worth $157K. The stake represents 0.09% of the portfolio and ranks #328 among its holdings. This is a return to the name: R Squared previously reported a position in BKD as recently as Q3 2025.

R Squared first reported a position in BKD in Q4 2024 and has held it in 4 quarters since. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • R Squared held 11,501 shares of Brookdale Senior Living worth $157K as of Q1 2026.
  • Brookdale Senior Living was a new R Squared position in Q1 2026.
  • Brookdale Senior Living made up 0.09% of R Squared's portfolio in Q1 2026, its #328 holding.
  • R Squared first reported a position in Brookdale Senior Living in Q4 2024 and has held it in 4 quarters since.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.