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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
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 8 listed it in both
Shares listed
51,851,032
combined, among listed positions
Reported value
$834m
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: 19 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +722,434.

Managers listing BKD in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Wellington Management Group LLP9,633,343$155munder 0.1%Added+802,73614 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP6,799,140$109m0.08%Added+638,35414 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC5,953,464$96m0.13%Trimmed-1,710,10013 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)5,764,800$93munder 0.1%Added+1,166,18413 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP5,689,259$92munder 0.1%Added+3,922,45013 Aug 2026 (the filing on sec.gov)
Millennium Management LLC4,387,767$71munder 0.1%Added+1,229,49414 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.4,239,802$68munder 0.1%Added+786,58514 Aug 2026 (the filing on sec.gov)
First Eagle Investment Management LLC2,300,347$37m0.06%Added+434,7635 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP1,074,120$17munder 0.1%Added+547,48213 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC1,034,020$17munder 0.1%Trimmed-1,990,5842 Sep 2026 (the filing on sec.gov)
Neuberger Berman Group LLC577,655$9.3munder 0.1%Added+392,77327 Oct 2026 (the filing on sec.gov)
Acadian Asset Management LLC545,788$8.8munder 0.1%Added+198,55313 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC543,167$8.7munder 0.1%Trimmed-910,19914 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp480,265$7.7munder 0.1%Trimmed-1,154,42814 Aug 2026 (the filing on sec.gov)
Polen Capital Management LLC451,082$7.3m0.06%Added+30,7084 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP421,797$6.8munder 0.1%Added+296,80114 Aug 2026 (the filing on sec.gov)
Invesco Ltd371,915$6.0munder 0.1%Trimmed-338,99914 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc332,750$5.4munder 0.1%Added+68,07714 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP299,564$4.1munder 0.1%Added+24,60014 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC203,877$3.3munder 0.1%Added+67,41614 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC148,651$2.4munder 0.1%Added+51,83514 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC129,931$2.1munder 0.1%Added+92,96614 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC129,796$2.1munder 0.1%Trimmed-1,055,26314 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd104,938$1.7munder 0.1%Trimmed-406,56414 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP67,690$1.1munder 0.1%Trimmed-17,51514 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 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 (4)

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 →