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
2024 Q2	–	Sell	-50,000	Closed	-$331K	–	9534
2024 Q1	$331K	Hold	50,000	–	–	﹤0.01%	5506
2023 Q4	$291K	Buy	+50,000	New	+$235K	﹤0.01%	5518
2017 Q3	–	Sell	-205,200	Closed	-$3.02M	–	7719
2017 Q2	$3.02M	Buy	+205,200	New	+$2.84M	﹤0.01%	2613
2016 Q1	–	Sell	-120,000	Closed	-$2.21M	–	7644
2015 Q4	$2.21M	Sell	120,000 -169,000	-58%	-$3.64M	﹤0.01%	2694
2015 Q3	$6.63M	Buy	+289,000	New	+$8.53M	﹤0.01%	1690
2015 Q2	–	Sell	-10,200	Closed	-$385K	–	8489
2015 Q1	$385K	Buy	+10,200	New	+$374K	﹤0.01%	4343

Other funds holding BKD

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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.