Brookdale Senior Living (BKD): Favorable Senior Housing Demographics Reaffirm Long-Term Thesis
Polen Capital Management LLC released its “Polen 5Perspectives Small Growth Strategy” Q2 2026 investor letter. The letter can be downloaded here.
Brookdale Senior Living Inc. (BKD)
Market is closed
Sector: Healthcare
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Antipodes Partners Jacob Mitchell | 10,226,971 | $110,758,096 | -8% | 2.04% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 7,785,137 | $84,313,034 | +37% | 0.04% |
| 3. | Highland Peak Capital Graham Morris | 4,376,192 | $47,394,159 | +131% | 11.19% |
| 4. | Renaissance Technologies Jim Simons | 4,194,293 | $45,424,193 | -30% | 0.06% |
| 5. | Blue Grotto Capital Ben Gordon | 3,502,700 | $37,934,241 | +25% | 2.61% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.95 | 40,000 | $358,068.00 | 40,000 | 2026-11-10 | Filing | |
| $5.50 | 9,140 | $50,306.56 | 351,883 | 2024-03-06 | Filing | |
| $5.36 | 1,000 | $5,360.00 | 500,052 | 2024-02-23 | Filing | |
| $3.09 | 50,000 | $154,415.00 | 401,291 | 2022-11-17 | Filing | |
| $1.96 | 35,000 | $68,764.50 | 300,224 | 2020-03-20 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $6.82 | 10,000 | $68,235.00 | 223,836 | 2025-05-19 | Filing | |
| $5.84 | 10,000 | $58,421.00 | 233,836 | 2025-03-07 | Filing | |
| $5.62 | 10,000 | $56,200.00 | 211,382 | 2024-12-05 | Filing | |
| $7.25 | 3,300 | $23,925.00 | 146,152 | 2024-05-15 | Filing | |
| $5.85 | 20,763 | $121,415.80 | 149,452 | 2024-02-27 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,670,725 | $267,183,952 | 0% | |
| 2. | 12,355,380 | $135,662,072 | 0.23% | |
| 3. | 10,986,569 | $118,984,542 | 0.01% | |
| 4. | 10,610,242 | $114,908,921 | 0% | |
| 5. | 6,768,130 | $73,311,471 | 0% |
News See All
Brookdale Senior Living (BKD) Slips Despite Operational Gains
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." The letter can be downloaded here.
Brookdale Senior Living (BKD) Bets Big On Real Estate While Occupancy Lags
On August 10, Brookdale Senior Living (NYSE:BKD) reported second-quarter results that management framed as proof its turnaround is taking hold, even as occupancy growth keeps arriving slower than the ...
EPS Surprise: 26 Stocks Beating Wall Street Expectations
Financial data and software firm FactSet said that 10 out of 11 sectors in the S&P 500 report year-on-year earnings growth, with eight posting double-digit gains.
Brookdale (BKD) Surged Amid a Shortage in Senior Living Facilities
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
Brookdale Senior Living Inc. (NYSE:BKD) Q1 2026 Earnings Call Transcript
Brookdale Senior Living Inc. (NYSE:BKD) Q1 2026 Earnings Call Transcript May 7, 2026 Operator: Hello, everyone. Operator: Thank you for joining us and welcome to the Brookdale Senior Living Inc.
Brookdale Senior Living Inc. (NYSE:BKD) Q4 2025 Earnings Call Transcript
Brookdale Senior Living Inc. (NYSE:BKD) Q4 2025 Earnings Call Transcript February 19, 2026 Operator: Good morning. Operator: My name is Jordan, and I will be your conference operator today.
Brookdale Senior Living (BKD) Climbs 15.8% on PT Hike, Impressive Earnings
We recently published Millionaire Makers: 10 Stocks That Paid Off Big Last Week. Brookdale Senior Living Inc. (NYSE:BKD) was one of the top performers last week.
Brookdale (BKD) Soars to 8-Year High on 31% PT Hike, Strong Earnings
We recently published 10 Big Names With Explosive Gains. Brookdale Senior Living Inc. (NYSE:BKD) was one of the top performers on Thursday.
Night Watch Investment Management Regained Confidence in Brookdale Senior Living (BKD). Here’s How
Night Watch Investment Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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