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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
Q2 		– Sell
-11,501
Closed -$157K – 540
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

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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

R Squared's BKD Position: Q2 2026 in Review

R Squared sold out of Brookdale Senior Living (BKD) in Q2 2026, closing a stake of 11,501 shares — an estimated $157K sold.

R Squared first reported a position in BKD in Q4 2024 and held it in 4 quarters. The position peaked at $157K in Q1 2026. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • R Squared reported no remaining Brookdale Senior Living position as of Q2 2026 after selling out during the quarter.
  • R Squared sold 11,501 Brookdale Senior Living shares in Q2 2026, an estimated $157K.
  • R Squared first reported a position in Brookdale Senior Living in Q4 2024 and held it in 4 quarters.
  • R Squared's Brookdale Senior Living position peaked at $157K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.