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Brookdale Senior Living shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Brookdale Senior Living (BKD) shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Brookdale Senior Living

Tip: Access up to 7 years of quarterly data

All positions including Brookdale Senior Living held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookdale Senior Living by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $309k 19k 16.09

More positions owned by Shakespeare Wealth Management

Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Series Trust ST STR SP400GRW (MDYG)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Series Trust St Str Sp600grwo (SLYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wec Energy Group (WEC)
Apple (AAPL)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Shakespeare Wealth Management

Top funds holding Brookdale Senior Living

BlackRock
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Vanguard Capital Management
Carronade Capital Management
Wellington Management Company
Maple Rock Capital Partners
Geode Capital Management
Two Sigma Investments
Renaissance Technologies
FMR
Arrowstreet Capital, Limited Partnership
State Street Corporation

View all funds holding Brookdale Senior Living