Brookdale Senior Living Inc (BKD) — Who's Buying and Selling (13F, Q2 2026)

BKD ranks #2144 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BKD is a top-conviction position for Vision Capital Corp — at 9.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BKD belongs to BlackRock, Inc., but the position matters far more to Vision Capital Corp, who has 9.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its BKD position for two straight quarters, increasing it by $242.9M to reach $245.2M today.

Adelante Capital Management LLC has trimmed its BKD position for two straight quarters, cutting it by $42.3M while still holding $8.1M.

BKD is up 0.2% today, and institutions have been net buyers of $494.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BKD reported a net loss of $138.3M over the trailing twelve months.

• Not yet profitable — net loss of $138.3M over the trailing twelve months
• Revenue declined 4.4% year over year
• Net income improved year over year, from -$242.6M to -$138.3M
• Generated $218.0M in positive operating cash flow
• Current ratio of 0.98x — below the conventional 1.5x liquidity buffer
• Total liabilities currently exceed total assets (negative shareholder equity)