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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
Q2 		$46M Buy
2,859,263
+400,000
+16% +$5.44M 1.68% 26
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
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
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

Senator Investment Group's BKD Position: Q2 2026 in Review

Senator Investment Group increased its Brookdale Senior Living (BKD) stake by 16% in Q2 2026, buying an estimated $5.44M and bringing the position to 2,859,263 shares worth $46M. The position accounts for 1.68% of the portfolio, ranked #26.

Senator Investment Group first reported a position in BKD in Q1 2014 and has held it in 14 quarters since. The position peaked at $336M in Q4 2014. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Senator Investment Group held 2,859,263 shares of Brookdale Senior Living worth $46M as of Q2 2026.
  • Senator Investment Group bought 400,000 Brookdale Senior Living shares in Q2 2026, an estimated $5.44M.
  • Brookdale Senior Living made up 1.68% of Senator Investment Group's portfolio in Q2 2026, its #26 holding.
  • Senator Investment Group first reported a position in Brookdale Senior Living in Q1 2014 and has held it in 14 quarters since.
  • Senator Investment Group's Brookdale Senior Living position peaked at $336M in Q4 2014.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Senator Investment Group's 13F filing for Q2 2026, filed 12 Aug 2026.