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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 4 Feb 2026
Managers listing it
35
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 5 listed it in both
Shares listed
42,301,362
combined, among listed positions
Reported value
$456m
combined, at the quarter end

Among the 92 comparable managers: 24 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +6,537,594.

Managers listing BKD in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

35 of 35 holders

ActionFiling
Wellington Management Group LLP10,156,408$110munder 0.1%Trimmed-1,452,89917 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC6,363,464$69m0.11%Trimmed-925,85612 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)4,330,105$47munder 0.1%Added+4,071,52517 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP2,605,097$28munder 0.1%Added+899,73417 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC2,380,613$26munder 0.1%Trimmed-1,324,01217 Feb 2026 (the filing on sec.gov)
First Eagle Investment Management LLC1,955,530$21munder 0.1%Added+1,9444 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,712,273$18munder 0.1%Added+678,48117 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC1,592,122$17munder 0.1%Added+841,08912 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC1,563,328$17m0.06%Added+1,176,50517 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,393,122$15munder 0.1%Trimmed-1,084,56217 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP921,087$9.9munder 0.1%Added+864,17817 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC829,535$9.0munder 0.1%Added+700,03913 Feb 2026 (the filing on sec.gov)
Invesco Ltd821,192$8.9munder 0.1%Trimmed-112,42819 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP756,570$8.2munder 0.1%Trimmed-347,82713 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP750,000$8.1munder 0.1%Held013 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp747,553$8.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP690,938$7.5munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC676,828$7.3munder 0.1%Added+282,72913 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP285,300$3.1munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP249,549$2.7munder 0.1%Added+220,64913 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc222,476$2.4munder 0.1%Added+12,99117 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP214,887$2.3m0.08%Added+169,75110 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP206,912$2.2munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC200,588$2.2munder 0.1%Added+33,73312 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd104,938$1.1munder 0.1%Added+29,50317 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (6)

Exited (0)

No exit shown by a manager’s own filing.

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 →