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RWA Wealth Partners’s Brookdale Senior Living BKD Stock Holding History

RWA Wealth Partners’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 		$845K Sell
61,799
-13,201
-18% -$185K 0.01% 366
2025
Q4 		$809K Hold
75,000
– – 0.01% 371
2025
Q3 		$635K Hold
75,000
– – 0.01% 406
2025
Q2 		$522K Buy
+75,000
New +$488K 0.01% 418

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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
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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

RWA Wealth Partners's BKD Position: Q1 2026 in Review

RWA Wealth Partners reduced its Brookdale Senior Living (BKD) stake by 18% in Q1 2026, selling an estimated $185K and leaving 61,799 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #366.

RWA Wealth Partners first reported a position in BKD in Q2 2025 and has held it in 4 quarters since. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • RWA Wealth Partners held 61,799 shares of Brookdale Senior Living worth $845K as of Q1 2026.
  • RWA Wealth Partners sold 13,201 Brookdale Senior Living shares in Q1 2026, an estimated $185K.
  • Brookdale Senior Living made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #366 holding.
  • RWA Wealth Partners first reported a position in Brookdale Senior Living in Q2 2025 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 RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.