Joel Greenblatt's BKD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 57,075 shares of Brookdale Senior Living Inc. (BKD) worth $615,839, representing 0.00% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in BKD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2018, adding 893,593 shares. Largest reduction occurred in Q3 2018, reducing 463,156 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Brookdale Senior Living (BKD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brookdale Senior Living (BKD) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +57,075 | New Buy | 57,075 | $10.79 |
| Q3 2024 | -22,731 | Sold Out | 0 | $0.00 |
| Q2 2024 | -43,727 | Reduce 65.80% | 22,731 | $6.83 |
| Q1 2024 | +5,958 | Add 9.85% | 66,458 | $6.61 |
| Q4 2023 | +15,491 | Add 34.42% | 60,500 | $5.82 |
| Q3 2023 | +13,047 | Add 40.82% | 45,009 | $4.14 |
| Q2 2023 | +31,962 | New Buy | 31,962 | $4.22 |
| Q4 2019 | -14,445 | Sold Out | 0 | $0.00 |
| Q3 2019 | -13,334 | Reduce 48.00% | 14,445 | $7.55 |
| Q2 2019 | -82,590 | Reduce 74.83% | 27,779 | $7.20 |
| Q1 2019 | -278,308 | Reduce 71.60% | 110,369 | $6.58 |
| Q4 2018 | +128,600 | Add 49.45% | 388,677 | $6.70 |
| Q3 2018 | -463,156 | Reduce 64.04% | 260,077 | $9.83 |
| Q2 2018 | -223,338 | Reduce 23.59% | 723,233 | $9.09 |
| Q1 2018 | +893,593 | Add 1686.72% | 946,571 | $6.71 |
| Q4 2017 | -65,030 | Reduce 55.11% | 52,978 | $9.70 |
| Q3 2017 | -94,068 | Reduce 44.36% | 118,008 | $10.60 |
| Q2 2017 | +197,806 | Add 1386.17% | 212,076 | $14.71 |
| Q1 2017 | -56,859 | Reduce 79.94% | 14,270 | $13.45 |
| Q4 2016 | -215,497 | Reduce 75.18% | 71,129 | $12.41 |
| Q3 2016 | -180,208 | Reduce 38.60% | 286,626 | $17.45 |
| Q2 2016 | -418,327 | Reduce 47.26% | 466,834 | $15.44 |
| Q1 2016 | +885,161 | New Buy | 885,161 | $15.88 |
Joel Greenblatt's Brookdale Senior Living Investment FAQs
Joel Greenblatt first purchased Brookdale Senior Living Inc. (BKD) in Q1 2016, acquiring 885,161 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Brookdale Senior Living Inc. (BKD) for 23 quarters since Q1 2016.
Joel Greenblatt's largest addition to Brookdale Senior Living Inc. (BKD) was in Q1 2018, adding 946,571 shares worth $6.35 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 57,075 shares of Brookdale Senior Living Inc. (BKD), valued at approximately $615,839.
As of the Q4 2025 filing, Brookdale Senior Living Inc. (BKD) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Brookdale Senior Living Inc. (BKD) was 946,571 shares, as reported at the end of Q1 2018.