Wellington Management Group
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Wellington Management Group’s Brookdale Senior Living BKD Stock Holding History

Wellington Management 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
Q2 		$155M Buy
9,633,343
+802,736
+9% +$10.9M 0.03% 444
2026
Q1 		$121M Sell
8,830,607
-1,325,801
-13% -$18.6M 0.02% 500
2025
Q4 		$110M Sell
10,156,408
-1,452,899
-13% -$14.3M 0.02% 530
2025
Q3 		$98.3M Buy
11,609,307
+2,282,151
+24% +$17.4M 0.02% 559
2025
Q2 		$64.9M Buy
9,327,156
+910,984
+11% +$5.93M 0.01% 630
2025
Q1 		$52.7M Sell
8,416,172
-1,499,877
-15% -$8.02M 0.01% 673
2024
Q4 		$49.9M Buy
9,916,049
+2,089,242
+27% +$12M 0.01% 710
2024
Q3 		$53.1M Buy
7,826,807
+799,744
+11% +$5.71M 0.01% 682
2024
Q2 		$48M Sell
7,027,063
-257,507
-4% -$1.74M 0.01% 709
2024
Q1 		$48.2M Buy
7,284,570
+2,308,381
+46% +$13.5M 0.01% 713
2023
Q4 		$29M Buy
+4,976,189
New +$23.4M 0.01% 859
2022
Q2 		– Sell
-68,239
Closed -$481K – 2080
2022
Q1 		$481K Sell
68,239
-724,674
-91% -$4.42M ﹤0.01% 1928
2021
Q4 		$4.09M Sell
792,913
-2,497,052
-76% -$15.6M ﹤0.01% 1514
2021
Q3 		$20.7M Buy
3,289,965
+101,811
+3% +$727K ﹤0.01% 1074
2021
Q2 		$25.2M Buy
3,188,154
+278,600
+10% +$2M ﹤0.01% 1035
2021
Q1 		$17.6M Buy
2,909,554
+887,573
+44% +$4.78M ﹤0.01% 1104
2020
Q4 		$8.96M Buy
+2,021,981
New +$7.46M ﹤0.01% 1212
2019
Q1 		– Sell
-219,535
Closed -$1.47M – 2035
2018
Q4 		$1.47M Sell
219,535
-1,509,785
-87% -$12.7M ﹤0.01% 1721
2018
Q3 		$17M Sell
1,729,320
-31,015
-2% -$285K ﹤0.01% 1131
2018
Q2 		$16M Sell
1,760,335
-1,289,587
-42% -$10M ﹤0.01% 1148
2018
Q1 		$20.5M Sell
3,049,922
-2,064,027
-40% -$17.4M ﹤0.01% 1069
2017
Q4 		$49.6M Sell
5,113,949
-324,921
-6% -$3.31M 0.01% 772
2017
Q3 		$57.7M Buy
5,438,870
+140,656
+3% +$1.78M 0.01% 710
2017
Q2 		$77.9M Buy
5,298,214
+56,468
+1% +$780K 0.02% 590
2017
Q1 		$70.4M Buy
5,241,746
+2,914,451
+125% +$41.1M 0.02% 620
2016
Q4 		$28.9M Buy
2,327,295
+1,038,180
+81% +$13.9M 0.01% 885
2016
Q3 		$22.5M Buy
1,289,115
+30,601
+2% +$528K 0.01% 948
2016
Q2 		$19.4M Buy
1,258,514
+29,572
+2% +$516K 0.01% 954
2016
Q1 		$19.5M Buy
1,228,942
+27,266
+2% +$416K 0.01% 934
2015
Q4 		$22.2M Sell
1,201,676
-277,300
-19% -$5.97M 0.01% 926
2015
Q3 		$34M Sell
1,478,976
-636,754
-30% -$18.8M 0.01% 804
2015
Q2 		$73.4M Sell
2,115,730
-56,867
-3% -$2.1M 0.02% 594
2015
Q1 		$82M Sell
2,172,597
-32,710
-1% -$1.2M 0.02% 579
2014
Q4 		$80.9M Sell
2,205,307
-7,059
-0.3% -$239K 0.02% 583
2014
Q3 		$71.3M Sell
2,212,366
-59,207
-3% -$2.02M 0.02% 604
2014
Q2 		$75.7M Buy
2,271,573
+24,800
+1% +$806K 0.02% 604
2014
Q1 		$75.3M Sell
2,246,773
-334,319
-13% -$10.1M 0.02% 616
2013
Q4 		$70.2M Sell
2,581,092
-107,481
-4% -$2.98M 0.02% 634
2013
Q3 		$70.7M Sell
2,688,573
-427,719
-14% -$11.7M 0.02% 606
2013
Q2 		$82.4M Buy
+3,116,292
New +$85.9M 0.03% 527

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group's BKD Position: Q2 2026 in Review

Wellington Management Group increased its Brookdale Senior Living (BKD) stake by 9.1% in Q2 2026, buying an estimated $10.9M and bringing the position to 9,633,343 shares worth $155M. The position accounts for 0.03% of the portfolio, ranked #444.

Wellington Management Group first reported a position in BKD in Q2 2013 and has held it in 40 quarters since. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Wellington Management Group held 9,633,343 shares of Brookdale Senior Living worth $155M as of Q2 2026.
  • Wellington Management Group bought 802,736 Brookdale Senior Living shares in Q2 2026, an estimated $10.9M.
  • Brookdale Senior Living made up 0.03% of Wellington Management Group's portfolio in Q2 2026, its #444 holding.
  • Wellington Management Group first reported a position in Brookdale Senior Living in Q2 2013 and has held it in 40 quarters since.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.