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BKD in the 13F filings

Brookdale SR Living Inc · CUSIP 112463104

Sector · Health care services and research
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 6 listed it in both
Shares listed
51,128,598
combined, among listed positions
Reported value
$699m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 22 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +9,748,323.

Managers listing BKD in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Wellington Management Group LLP8,830,607$121munder 0.1%Trimmed-1,325,80115 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC7,663,564$105m0.16%Added+1,300,10014 May 2026 (the filing on sec.gov)
Two Sigma Investments LP6,160,786$84m0.07%Added+5,469,84815 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)4,598,616$63munder 0.1%Added+268,51115 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.3,453,217$47munder 0.1%Added+1,740,94415 May 2026 (the filing on sec.gov)
Millennium Management LLC3,158,273$43munder 0.1%Added+1,765,15115 May 2026 (the filing on sec.gov)
Citadel Advisors LLC3,024,604$41munder 0.1%Added+643,99115 May 2026 (the filing on sec.gov)
First Eagle Investment Management LLC1,865,584$26munder 0.1%Trimmed-89,94614 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,766,809$24munder 0.1%Added+1,517,26014 May 2026 (the filing on sec.gov)
Tudor Investment Corp1,634,693$22munder 0.1%Added+887,14015 May 2026 (the filing on sec.gov)
Jane Street Group LLC1,453,366$20munder 0.1%Trimmed-138,75612 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC1,265,973$17m0.07%Trimmed-297,35515 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,185,059$16munder 0.1%Added+355,52415 May 2026 (the filing on sec.gov)
Invesco Ltd710,914$9.7munder 0.1%Trimmed-110,27812 May 2026 (the filing on sec.gov)
Man Group PLC581,062$7.9munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Marshall Wace LLP526,638$7.2munder 0.1%Trimmed-229,93215 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd511,502$7.0munder 0.1%Added+406,56418 May 2026 (the filing on sec.gov)
Polen Capital Management LLC420,374$5.8munder 0.1%Added+219,78614 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC347,235$4.7munder 0.1%Added+269,54313 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc264,673$3.6munder 0.1%Added+42,19715 May 2026 (the filing on sec.gov)
AllianceBernstein LP274,964$3.0munder 0.1%Trimmed-10,33615 May 2026 (the filing on sec.gov)
Caxton Associates LLP216,026$3.0m0.07%Added+126,57114 May 2026 (the filing on sec.gov)
Winton Group Ltd207,567$2.8m0.10%Added+174,56712 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP193,356$2.6munder 0.1%Added+134,84915 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC184,882$2.5munder 0.1%Added+171,63927 Oct 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BKD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20139$703mn.a.n.a.
Q3 20135$694mn.a.n.a.
Q4 20138$445mn.a.n.a.
Q1 201410$720mn.a.n.a.
Q2 201413$882mn.a.n.a.
Q3 201416$1.1bnn.a.n.a.
Q4 20149$1.5bnn.a.n.a.
Q1 201510$1.6bnn.a.n.a.
Q2 201511$1.5bnn.a.n.a.
Q3 201513$1.2bnn.a.n.a.
Q4 20158$925mn.a.n.a.
Q1 20168$785mn.a.n.a.
Q2 20165$743mn.a.n.a.
Q3 20165$752mn.a.n.a.
Q4 20166$476mn.a.n.a.
Q1 20174$409mn.a.n.a.
Q2 20178$492mn.a.n.a.
Q3 20177$248mn.a.n.a.
Q4 20176$266mn.a.n.a.
Q1 20184$146mn.a.n.a.
Q2 20183$142mn.a.n.a.
Q3 20181$103mn.a.n.a.
Q4 20182$98mn.a.n.a.
Q1 20191$96mn.a.n.a.
Q2 20193$221mn.a.n.a.
Q3 20192$232mn.a.n.a.
Q4 20192$233mn.a.n.a.
Q1 20202$96mn.a.n.a.
Q2 20202$40mn.a.n.a.
Q3 20201$32mn.a.n.a.
Q4 20203$133mn.a.n.a.
Q1 20214$174mn.a.n.a.
Q2 20215$195mn.a.n.a.
Q3 20214$144mn.a.n.a.
Q4 20214$98mn.a.n.a.
Q1 20226$152mn.a.n.a.
Q2 20224$83mn.a.n.a.
Q3 20225$75mn.a.n.a.
Q4 20223$41mn.a.n.a.
Q1 20234$59mn.a.n.a.
Q2 20234$97mn.a.n.a.
Q3 20235$107mn.a.n.a.
Q4 20235$145m32
Q1 20245$145m32
Q2 20244$99m23
Q3 20244$71m31
Q4 20244$47m23
Q1 20255$62m41
Q2 20254$63m22
Q3 20255$87m41
Q4 20257$120m248
Q1 202610$389m2213
Q2 20267$503m1914

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BKD and UNH →BKD and ELV →BKD and CI →Choose a stock to compare with BKD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BKD, latest filings →Back to the 13F Explorer →