UBS Group
BKD icon

UBS Group’s Brookdale Senior Living BKD Stock Holding History

UBS 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 		$11.6M Buy
846,872
+580,793
+218% +$8.14M ﹤0.01% 3179
2025
Q4 		$2.87M Sell
266,079
-3,087,674
-92% -$30.4M ﹤0.01% 4610
2025
Q3 		$28.4M Buy
3,353,753
+900,353
+37% +$6.86M ﹤0.01% 2189
2025
Q2 		$17.1M Sell
2,453,400
-3,235,911
-57% -$21M ﹤0.01% 2541
2025
Q1 		$35.6M Buy
5,689,311
+3,289,511
+137% +$17.6M 0.01% 1783
2024
Q4 		$12.1M Buy
2,399,800
+678,074
+39% +$3.88M ﹤0.01% 2850
2024
Q3 		$11.7M Sell
1,721,726
-161,544
-9% -$1.15M ﹤0.01% 2227
2024
Q2 		$12.9M Buy
1,883,270
+161,197
+9% +$1.09M ﹤0.01% 2026
2024
Q1 		$11.4M Buy
1,722,073
+16,451
+1% +$96K ﹤0.01% 2165
2023
Q4 		$9.93M Buy
1,705,622
+879,931
+107% +$4.13M ﹤0.01% 2102
2023
Q3 		$3.42M Sell
825,691
-652
-0.1% -$2.62K ﹤0.01% 2934
2023
Q2 		$3.49M Buy
826,343
+50,059
+6% +$193K ﹤0.01% 2951
2023
Q1 		$2.29M Buy
776,284
+7,500
+1% +$21.5K ﹤0.01% 3273
2022
Q4 		$2.1M Buy
768,784
+719,343
+1,455% +$2.69M ﹤0.01% 3345
2022
Q3 		$211K Buy
49,441
+31,301
+173% +$148K ﹤0.01% 5036
2022
Q2 		$82K Sell
18,140
-50,566
-74% -$299K ﹤0.01% 5565
2022
Q1 		$484K Sell
68,706
-18,022
-21% -$110K ﹤0.01% 4713
2021
Q4 		$447K Buy
86,728
+72,153
+495% +$450K ﹤0.01% 5063
2021
Q3 		$92K Sell
14,575
-18,907
-56% -$135K ﹤0.01% 5884
2021
Q2 		$264K Sell
33,482
-35,483
-51% -$255K ﹤0.01% 5160
2021
Q1 		$417K Buy
68,965
+45,173
+190% +$243K ﹤0.01% 5012
2020
Q4 		$106K Sell
23,792
-1,123
-5% -$4.14K ﹤0.01% 5647
2020
Q3 		$63K Sell
24,915
-1,008
-4% -$2.78K ﹤0.01% 5472
2020
Q2 		$77K Sell
25,923
-404
-2% -$1.31K ﹤0.01% 5510
2020
Q1 		$82K Sell
26,327
-6,588
-20% -$38.4K ﹤0.01% 5447
2019
Q4 		$240K Sell
32,915
-20,168
-38% -$150K ﹤0.01% 5469
2019
Q3 		$403K Sell
53,083
-469
-0.9% -$3.71K ﹤0.01% 4738
2019
Q2 		$386K Buy
53,552
+12,054
+29% +$79.6K ﹤0.01% 4477
2019
Q1 		$273K Sell
41,498
-34,169
-45% -$251K ﹤0.01% 4413
2018
Q4 		$507K Sell
75,667
-32
-0% -$268 ﹤0.01% 4257
2018
Q3 		$744K Buy
75,699
+18,674
+33% +$172K ﹤0.01% 4108
2018
Q2 		$518K Sell
57,025
-20,173
-26% -$157K ﹤0.01% 4291
2018
Q1 		$518K Sell
77,198
-5,217
-6% -$44.1K ﹤0.01% 4173
2017
Q4 		$799K Sell
82,415
-44,772
-35% -$456K ﹤0.01% 3956
2017
Q3 		$1.35M Buy
127,187
+18,139
+17% +$229K ﹤0.01% 3455
2017
Q2 		$1.6M Sell
109,048
-111,514
-51% -$1.54M ﹤0.01% 3198
2017
Q1 		$2.96M Buy
220,562
+78,521
+55% +$1.11M ﹤0.01% 2561
2016
Q4 		$1.76M Sell
142,041
-6,977
-5% -$93.7K ﹤0.01% 3026
2016
Q3 		$2.6M Buy
149,018
+44,116
+42% +$761K ﹤0.01% 2610
2016
Q2 		$1.62M Buy
104,902
+2,168
+2% +$37.8K ﹤0.01% 2950
2016
Q1 		$1.63M Sell
102,734
-61,931
-38% -$945K ﹤0.01% 2856
2015
Q4 		$3.04M Buy
164,665
+123,678
+302% +$2.66M ﹤0.01% 2412
2015
Q3 		$941K Sell
40,987
-60,063
-59% -$1.77M ﹤0.01% 3404
2015
Q2 		$3.51M Sell
101,050
-64,300
-39% -$2.37M ﹤0.01% 2429
2015
Q1 		$6.24M Buy
165,350
+38,774
+31% +$1.42M ﹤0.01% 1876
2014
Q4 		$4.64M Buy
+126,576
New +$4.29M ﹤0.01% 2159

Other funds holding BKD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AP
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
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group's BKD Position: Q1 2026 in Review

UBS Group increased its Brookdale Senior Living (BKD) stake by 218% in Q1 2026, buying an estimated $8.14M and bringing the position to 846,872 shares worth $11.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

UBS Group first reported a position in BKD in Q4 2014 and has held it in 46 quarters since. The position peaked at $35.6M in Q1 2025. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • UBS Group held 846,872 shares of Brookdale Senior Living worth $11.6M as of Q1 2026.
  • UBS Group bought 580,793 Brookdale Senior Living shares in Q1 2026, an estimated $8.14M.
  • Brookdale Senior Living made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3179 holding.
  • UBS Group first reported a position in Brookdale Senior Living in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Brookdale Senior Living position peaked at $35.6M in Q1 2025.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.