Sheaff Brock Investment Advisors’s Brookdale Senior Living BKD Stock Holding History

Sheaff Brock Investment Advisors’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
2025 Q1	$157K	Hold	25,000	–	–	0.01%	419
2024 Q4	$126K	Hold	25,000	–	–	0.01%	423
2024 Q3	$170K	Hold	25,000	–	–	0.01%	415
2024 Q2	$171K	Hold	25,000	–	–	0.02%	407
2024 Q1	$165K	Hold	25,000	–	–	0.01%	455
2023 Q4	$146K	Hold	25,000	–	–	0.01%	436
2023 Q3	$104K	Hold	25,000	–	–	0.01%	430
2023 Q2	$106K	Hold	25,000	–	–	0.01%	458
2023 Q1	$73.8K	Hold	25,000	–	–	0.01%	495
2022 Q4	$68.3K	Buy	25,000 +2,200	+10%	+$8.22K	0.01%	482
2022 Q3	$97K	Buy	22,800 +1,800	+9%	+$8.53K	0.01%	463
2022 Q2	$95K	Buy	21,000 +500	+2%	+$2.95K	0.01%	472
2022 Q1	$145K	Buy	20,500 +1,000	+5%	+$6.11K	0.01%	503
2021 Q4	$101K	Sell	19,500 -1,000	-5%	-$6.24K	0.01%	525
2021 Q3	$129K	Hold	20,500	–	–	0.01%	525
2021 Q2	$162K	Hold	20,500	–	–	0.01%	490
2021 Q1	$124K	Hold	20,500	–	–	0.01%	477
2020 Q4	$91K	Sell	20,500 -1,000	-5%	-$3.69K	0.01%	465
2020 Q3	$55K	Hold	21,500	–	–	0.01%	441
2020 Q2	$63K	Buy	21,500 +1,000	+5%	+$3.24K	0.01%	436
2020 Q1	$64K	Hold	20,500	–	–	0.01%	391
2019 Q4	$149K	Hold	20,500	–	–	0.01%	436
2019 Q3	$155K	Hold	20,500	–	–	0.02%	421
2019 Q2	$148K	Hold	20,500	–	–	0.02%	445
2019 Q1	$135K	Hold	20,500	–	–	0.02%	461
2018 Q4	$137K	Hold	20,500	–	–	0.02%	419
2018 Q3	$202K	Hold	20,500	–	–	0.02%	453
2018 Q2	$186K	Hold	20,500	–	–	0.02%	477
2018 Q1	$138K	Hold	20,500	–	–	0.01%	502
2017 Q4	$199K	Hold	20,500	–	–	0.03%	461
2017 Q3	$217K	Hold	20,500	–	–	0.03%	455
2017 Q2	$302K	Hold	20,500	–	–	0.04%	382
2017 Q1	$275K	Hold	20,500	–	–	0.04%	414
2016 Q4	$255K	Hold	20,500	–	–	0.03%	454
2016 Q3	$358K	Hold	20,500	–	–	0.05%	314
2016 Q2	$317K	Hold	20,500	–	–	0.04%	355
2016 Q1	$326K	Buy	20,500 +100	+0.5%	+$1.53K	0.04%	366
2015 Q4	$377K	Buy	+20,400	New	+$439K	0.04%	361

Other funds holding BKD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's BKD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Brookdale Senior Living (BKD) position steady in Q1 2025 at 25,000 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #419.

Sheaff Brock Investment Advisors first reported a position in BKD in Q4 2015 and has held it in 38 quarters since. The position peaked at $377K in Q4 2015. 186 funds tracked by Wall St. Rank hold BKD as of Q1 2025.

Sheaff Brock Investment Advisors held 25,000 shares of Brookdale Senior Living worth $157K as of Q1 2025.
Sheaff Brock Investment Advisors left its Brookdale Senior Living share count unchanged in Q1 2025.
Brookdale Senior Living made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #419 holding.
Sheaff Brock Investment Advisors first reported a position in Brookdale Senior Living in Q4 2015 and has held it in 38 quarters since.
Sheaff Brock Investment Advisors's Brookdale Senior Living position peaked at $377K in Q4 2015.
186 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.