Brookdale Senior Living Ownership | Who Owns Brookdale Senior Living?
Brookdale Senior Living Ownership Summary
Brookdale Senior Living is owned by 93.02% institutional investors, 3.80% insiders, and 3.18% retail investors. Vanguard group is the largest institutional shareholder, holding 8.27% of BKD shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.92% of its assets in Brookdale Senior Living shares.
BKD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brookdale Senior Living | 93.02% | 3.80% | 3.18% |
| Sector | Healthcare Stocks | 46.62% | 8.13% | 45.25% |
| Industry | Medical Care Facilities Stocks | 67.74% | 10.09% | 22.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 18.68M | 8.27% | $127.56M |
| Blackrock | 18.46M | 8.17% | $126.10M |
| Deerfield management company, l.p. (series c) | 15.61M | 6.91% | $106.63M |
| Camber capital management lp | 15.50M | 6.86% | $105.86M |
| Dimensional fund advisors lp | 8.14M | 3.60% | $55.60M |
| Wellington management group llp | 7.03M | 3.11% | $47.99M |
| Glenview capital management | 7.01M | 3.10% | $47.86M |
| Flat footed | 6.24M | 2.76% | $42.64M |
| Renaissance | 6.19M | 2.74% | $42.30M |
| Iron triangle partners lp | 5.80M | 2.57% | $39.63M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Berylson capital partners | 240.00K | 4.19% | $1.64M |
| Iron triangle partners lp | 5.80M | 4.03% | $39.63M |
| Flat footed | 6.24M | 4.01% | $42.64M |
| Camber capital management lp | 15.50M | 2.93% | $105.86M |
| Waterfront capital partners | 3.11M | 2.50% | $21.24M |
| Rush island management, lp | 3.88M | 2.17% | $26.49M |
| Deerfield management company, l.p. (series c) | 15.61M | 1.77% | $106.63M |
| Vision capital | 1.44M | 1.60% | $9.82M |
| Continental advisors | 402.24K | 1.21% | $2.75M |
| Glenview capital management | 7.01M | 0.94% | $47.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Flat footed | 6.24M | 4.01% | 2.50M |
| Rush island management, lp | 3.88M | 2.17% | 2.45M |
| Vision capital | 1.44M | 1.60% | 1.44M |
| Assenagon asset management | 1.41M | 0.02% | 1.41M |
| Hennessy advisors | 1.25M | 0.32% | 1.25M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Glenview capital management | 7.01M | 0.94% | -7.44M |
| Point72 asset management | - | - | -1.52M |
| Dimensional fund advisors lp | 8.14M | 0.01% | -1.51M |
| Blackrock | 18.46M | 0.00% | -1.13M |
| Intrinsic edge capital management | - | - | -1.03M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vision capital | 1.44M | 1.60% | 1.44M | $9.82M |
| Assenagon asset management | 1.41M | 0.02% | 1.41M | $9.60M |
| Hennessy advisors | 1.25M | 0.32% | 1.25M | $8.51M |
| Penn capital management company | 837.70K | 0.54% | 837.70K | $5.73M |
| First trust advisors lp | 721.11K | 0.01% | 721.11K | $4.93M |
Sold Out
| Holder | Change |
|---|---|
| Gen-wealth partners | -100.00 |
| Spire wealth management | -108.00 |
| Corecap advisors | -1.48K |
| Nverses capital | -3.60K |
| Innealta capital | -7.67K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 178 | -1.11% | 210,131,606 | 2.54% | 93 | 1.13% | 103 | 19.77% | 48 | -17.24% |
| Mar 31, 2024 | 180 | 3.45% | 204,922,230 | 2.64% | 90 | 1.16% | 86 | -14.00% | 58 | 23.40% |
| Dec 31, 2023 | 174 | 15.23% | 199,653,747 | 1.92% | 88 | 1.17% | 100 | 38.89% | 47 | -6.00% |
| Sep 30, 2023 | 151 | -6.79% | 195,899,759 | 0.64% | 86 | 1.17% | 72 | 16.13% | 50 | -20.63% |
| Jun 30, 2023 | 162 | -2.99% | 194,657,243 | 0.77% | 86 | 1.17% | 62 | -19.48% | 63 | 21.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 5.81M | 2.92% | 9.64K |
| iShares Russell 2000 ETF | 4.93M | 2.47% | -11.07K |
| Vanguard Small Cap Index | 4.71M | 2.36% | 9.20K |
| Vanguard Small Cap Value Index Inv | 3.18M | 1.59% | -1.10K |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.02M | 1.51% | 26.80K |
| ROPS Actions US 1 | 2.50M | 1.25% | 100.00K |
| CREF Stock R1 | 2.28M | 1.16% | - |
| Fidelity Small Cap Index | 1.95M | 0.98% | -52.54K |
| EdRF Healthcare A EUR | 1.77M | 0.89% | 98.30K |
| Avantis US Small Cap Value ETF | 1.48M | 0.74% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 15, 2024 | BROMLEY MARCUS E | - | Sell | $23.93K |
| Mar 06, 2024 | HICKS GEORGE T | EVP & Treasurer | Buy | $50.31K |
| Feb 27, 2024 | BROMLEY MARCUS E | - | Sell | $121.42K |
| Feb 23, 2024 | BUMSTEAD FRANK M | - | Buy | $5.36K |
| Dec 04, 2023 | BROMLEY MARCUS E | - | Sell | $53.75K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
| 2024 Q1 | 2 | 1 |
| 2023 Q4 | - | 4 |
BKD Ownership FAQ
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