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Rothschild Investment LLC’s Brookdale Senior Living BKD Stock Holding History

Rothschild Investment LLC’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 		$7.27K Sell
452
-18
-4% -$245 ﹤0.01% 2067
2026
Q1 		$6.43K Buy
470
+71
+18% +$995 ﹤0.01% 1931
2025
Q4 		$4.3K Buy
399
+44
+12% +$433 ﹤0.01% 1971
2025
Q3 		$3.01K Sell
355
-105
-23% -$800 ﹤0.01% 1975
2025
Q2 		$3.2K Buy
460
+265
+136% +$1.72K ﹤0.01% 1749
2025
Q1 		$1.22K Buy
195
+115
+144% +$615 ﹤0.01% 2220
2024
Q4 		$402 Sell
80
-115
-59% -$658 ﹤0.01% 2613
2024
Q3 		$1.32K Buy
195
+95
+95% +$678 ﹤0.01% 1965
2024
Q2 		$683 Buy
100
+80
+400% +$541 ﹤0.01% 1852
2024
Q1 		$132 Buy
+20
New +$117 ﹤0.01% 2011

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rothschild Investment LLC's BKD Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Brookdale Senior Living (BKD) stake by 3.8% in Q2 2026, selling an estimated $245 and leaving 452 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Rothschild Investment LLC first reported a position in BKD in Q1 2024 and has held it in 10 quarters since. 261 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Rothschild Investment LLC held 452 shares of Brookdale Senior Living worth $7.27K as of Q2 2026.
  • Rothschild Investment LLC sold 18 Brookdale Senior Living shares in Q2 2026, an estimated $245.
  • Brookdale Senior Living made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2067 holding.
  • Rothschild Investment LLC first reported a position in Brookdale Senior Living in Q1 2024 and has held it in 10 quarters since.
  • 261 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.