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Third Avenue Management’s Brookdale Senior Living BKD Stock Holding History

Third Avenue Management’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 		$7.96M Buy
494,826
+31,162
+7% +$424K 1.27% 25
2026
Q1 		$6.34M Buy
+463,664
New +$6.5M 1.03% 31
2017
Q3 		– Sell
-2,064,320
Closed -$30.4M – 112
2017
Q2 		$30.4M Sell
2,064,320
-5,634
-0.3% -$77.9K 1.35% 21
2017
Q1 		$27.8M Buy
2,069,954
+46,013
+2% +$649K 1.27% 25
2016
Q4 		$25.1M Sell
2,023,941
-380,906
-16% -$5.11M 1.14% 28
2016
Q3 		$42M Sell
2,404,847
-19,547
-0.8% -$337K 1.92% 20
2016
Q2 		$37.4M Sell
2,424,394
-47,454
-2% -$828K 1.66% 21
2016
Q1 		$39.3M Sell
2,471,848
-639,183
-21% -$9.75M 1.51% 26
2015
Q4 		$57.4M Sell
3,111,031
-2,756,701
-47% -$59.4M 1.86% 22
2015
Q3 		$135M Buy
5,867,732
+2,404,007
+69% +$71M 3.67% 6
2015
Q2 		$120M Buy
3,463,725
+174,736
+5% +$6.44M 3.02% 9
2015
Q1 		$124M Buy
3,288,989
+123,173
+4% +$4.51M 3.11% 6
2014
Q4 		$116M Buy
3,165,816
+609,580
+24% +$20.7M 2.93% 7
2014
Q3 		$82.4M Buy
2,556,236
+710,904
+39% +$24.2M 1.73% 16
2014
Q2 		$61.5M Sell
1,845,332
-41,533
-2% -$1.35M 1.19% 24
2014
Q1 		$63.2M Sell
1,886,865
-14,093
-0.7% -$427K 1.22% 23
2013
Q4 		$51.7M Buy
1,900,958
+254,820
+15% +$7.06M 0.95% 28
2013
Q3 		$43.3M Buy
1,646,138
+987,272
+150% +$27.1M 0.84% 38
2013
Q2 		$17.4M Buy
+658,866
New +$18.2M 0.34% 78

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

Third Avenue Management's BKD Position: Q2 2026 in Review

Third Avenue Management increased its Brookdale Senior Living (BKD) stake by 6.7% in Q2 2026, buying an estimated $424K and bringing the position to 494,826 shares worth $7.96M. The position accounts for 1.27% of the portfolio, ranked #25.

Third Avenue Management first reported a position in BKD in Q2 2013 and has held it in 19 quarters since. The position peaked at $135M in Q3 2015. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Third Avenue Management held 494,826 shares of Brookdale Senior Living worth $7.96M as of Q2 2026.
  • Third Avenue Management bought 31,162 Brookdale Senior Living shares in Q2 2026, an estimated $424K.
  • Brookdale Senior Living made up 1.27% of Third Avenue Management's portfolio in Q2 2026, its #25 holding.
  • Third Avenue Management first reported a position in Brookdale Senior Living in Q2 2013 and has held it in 19 quarters since.
  • Third Avenue Management's Brookdale Senior Living position peaked at $135M in Q3 2015.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Third Avenue Management's 13F filing for Q2 2026, filed 12 Aug 2026.