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What smart money is saying about Brookdale Senior LivingUnited States flag

BKD · Healthcare · Medical - Care Facilities · Market cap $2.57B

1 fund in our archive has pitched Brookdale Senior Living — most recently Night Watch in September 2025.

Company profile

Brookdale Senior Living Inc. owns, manages, and operates senior living communities in the United States. It operates in three segments: Independent Living, Assisted Living and Memory Care, and Continuing Care Retirement Communities (CCRCs). The Independent Living segment owns or leases communities comprising independent and assisted living units in a single community that are primarily designed for middle to upper income seniors. The Assisted Living and Memory Care segment owns or leases communities consisting of freestanding multi-story communities and freestanding single-story communities, which offer housing and 24-hour assistance with activities of daily living for the Company's residents. This segment also operates memory care communities for residents with Alzheimer's and other dementias. The CCRCs segment owns or leases communities that provides various living arrangements, such as independent and assisted living, memory care, and skilled nursing; and services to accommodate various levels of physical ability and healthcare needs. It also manages communities on behalf of others. As of December 31, 2021, the company owned 347 communities, leased 299 communities, and managed 33 communities on behalf of others. Brookdale Senior Living Inc. was incorporated in 2005 and is headquartered in Brentwood, Tennessee.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Brookdale Senior Living, with no move described.

Fund letters reporting a position in Brookdale Senior Living, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q3 20250001

Fund activity · 1 position

  • HoldsAntipodes Global Value Fund (Antipodes Partners)
    May 2026

    Listed in Antipodes Global Value Fund (Antipodes Partners)’s reported holdings.

    Read the letterBrookdale Senior Living

Fund coverage · 1 thesis

  • Night Watch
    September 2025

    Brookdale Senior Living is poised for growth as demand for senior living facilities increases with the aging baby boomer population, following a management overhaul that is improving occupancy rates.

    Read the full thesis

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