Across its top 20 institutional holders, BKD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 34/100).

Quarterly Activity

Recent Activity

+$1.6B

Total Buy Value

$1.6B

Total Sell Value

New buy68

Trim82

Add98

Sold out27

166

Net Buyers

109

Net Sellers

Smart Money Convergence

BKD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-09

2026-07-09

Brookdale Senior Living issued a press release on July 9, 2026, providing its occupancy rate for June 2026 along with other updates for the quarter ended June 30, 2026. The release is included as Exhibit 99.1 in this Form 8-K filing.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

112463104

FAQ

Who are the top institutional investors holding BROOKDALE SENIOR LIVING INC (BKD)?

Major stakeholders currently include BlackRock, Inc. ($310.8M), Wcm Investment Management, LLC ($171.7M), Deerfield Management Company, L.p. ($159.2M). Based on the latest 13F filings, there are a total of 283 tracked investment funds and institutions maintaining positions in BKD.

What is the overall institutional sentiment toward BKD recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $923.0M, driven by 166 managers accumulating shares while 109 reduced their exposure.

Which institutions have been selling or reducing their BKD positions?

In the latest period, 82 funds trimmed their holdings, and 27 managers completely exited their positions. The aggregate reported sell value was $1.6B.

Are there any notable investors adding BKD to their portfolios?

Yes, buying activity remains notable. 68 institutions opened new positions in {ticker}, and 98 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.6B.