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SummitTX Capital’s Brookdale Senior Living BKD Stock Holding History

SummitTX Capital’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
Q3 		– Sell
-84,771
Closed -$590K – 765
2025
Q2 		$590K Sell
84,771
-204,843
-71% -$1.33M 0.03% 478
2025
Q1 		$1.81M Buy
+289,614
New +$1.55M 0.08% 268

Other funds holding BKD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

SummitTX Capital's BKD Position: Q3 2025 in Review

SummitTX Capital sold out of Brookdale Senior Living (BKD) in Q3 2025, closing a stake of 84,771 shares — an estimated $590K sold.

SummitTX Capital first reported a position in BKD in Q1 2025 and held it in 2 quarters. The position peaked at $1.81M in Q1 2025. 205 funds tracked by Wall St. Rank hold BKD as of Q3 2025.

  • SummitTX Capital reported no remaining Brookdale Senior Living position as of Q3 2025 after selling out during the quarter.
  • SummitTX Capital sold 84,771 Brookdale Senior Living shares in Q3 2025, an estimated $590K.
  • SummitTX Capital first reported a position in Brookdale Senior Living in Q1 2025 and held it in 2 quarters.
  • SummitTX Capital's Brookdale Senior Living position peaked at $1.81M in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.