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Zazove Associates’s Brookdale Senior Living BKD Stock Holding History

Zazove Associates’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 		$2.17M Sell
135,000
-90,000
-40% -$1.22M 0.18% 73
2026
Q1 		$2.7M Buy
225,000
+95,000
+73% +$1.33M 0.13% 85
2025
Q4 		$1.4M Buy
130,000
+30,000
+30% +$295K 0.12% 75
2025
Q3 		$847K Buy
+100,000
New +$762K 0.08% 83

Other funds holding BKD

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Zazove Associates's BKD Position: Q2 2026 in Review

Zazove Associates reduced its Brookdale Senior Living (BKD) stake by 40% in Q2 2026, selling an estimated $1.22M and leaving 135,000 shares worth $2.17M. The position accounts for 0.18% of the portfolio, ranked #73.

Zazove Associates first reported a position in BKD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.7M in Q1 2026. 26 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • Zazove Associates held 135,000 shares of Brookdale Senior Living worth $2.17M as of Q2 2026.
  • Zazove Associates sold 90,000 Brookdale Senior Living shares in Q2 2026, an estimated $1.22M.
  • Brookdale Senior Living made up 0.18% of Zazove Associates's portfolio in Q2 2026, its #73 holding.
  • Zazove Associates first reported a position in Brookdale Senior Living in Q3 2025 and has held it in 4 quarters since.
  • Zazove Associates's Brookdale Senior Living position peaked at $2.7M in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on Zazove Associates's 13F filing for Q2 2026, filed 16 Jul 2026.