Senator Investment Group’s Brookdale Senior Living BKD Stock Holding History

Senator Investment 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 Q1	$33.6M	Sell	2,459,263 -950,000	-28%	-$13.3M	1.54%	28
2025 Q4	$36.8M	Buy	+3,409,263	New	+$33.5M	1.47%	26
2022 Q4	–	Sell	-2,000,000	Closed	-$8.54M	–	48
2022 Q3	$8.54M	Hold	2,000,000	–	–	0.78%	35
2022 Q2	$9.08M	Hold	2,000,000	–	–	0.65%	36
2022 Q1	$14.1M	Sell	2,000,000 -150,000	-7%	-$916K	0.44%	44
2021 Q4	$11.1M	Buy	2,150,000 +1,150,000	+115%	+$7.17M	0.21%	71
2021 Q3	$6.3M	Buy	+1,000,000	New	+$7.14M	0.11%	102
2017 Q1	–	Sell	-13,700,000	Closed	-$170M	–	59
2016 Q4	$170M	Buy	+13,700,000	New	+$184M	2.58%	20
2015 Q2	–	Sell	-8,500,000	Closed	-$321M	–	63
2015 Q1	$321M	Sell	8,500,000 -650,000	-7%	-$23.8M	3.08%	9
2014 Q4	$336M	Buy	9,150,000 +1,975,000	+28%	+$67M	3.56%	4
2014 Q3	$231M	Buy	7,175,000 +899,900	+14%	+$30.7M	2.41%	11
2014 Q2	$209M	Buy	6,275,100 +925,100	+17%	+$30.1M	2.2%	13
2014 Q1	$179M	Buy	+5,350,000	New	+$162M	2.13%	18

Other funds holding BKD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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 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 New York $63.9B AUM 45.56% 1-Year Est. Return

Senator Investment Group's BKD Position: Q1 2026 in Review

Senator Investment Group reduced its Brookdale Senior Living (BKD) stake by 28% in Q1 2026, selling an estimated $13.3M and leaving 2,459,263 shares worth $33.6M. The position accounts for 1.54% of the portfolio, ranked #28.

Senator Investment Group first reported a position in BKD in Q1 2014 and has held it in 13 quarters since. The position peaked at $336M in Q4 2014. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

Senator Investment Group held 2,459,263 shares of Brookdale Senior Living worth $33.6M as of Q1 2026.
Senator Investment Group sold 950,000 Brookdale Senior Living shares in Q1 2026, an estimated $13.3M.
Brookdale Senior Living made up 1.54% of Senator Investment Group's portfolio in Q1 2026, its #28 holding.
Senator Investment Group first reported a position in Brookdale Senior Living in Q1 2014 and has held it in 13 quarters since.
Senator Investment Group's Brookdale Senior Living position peaked at $336M in Q4 2014.
282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on Senator Investment Group's 13F filing for Q1 2026, filed 13 May 2026.