Aaron Wealth Advisors LLC

Position in BKD — Brookdale Senior Living Inc.

CIK 1812198 Chicago, IL

Position in BKD

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,416,113

+$179,154 QoQ

Shares Held

88,012

-2.7% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#133

of 291 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $3,014,396 across 4 Medical Care Facilities names. BKD ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKD	Brookdale Senior Living Inc. This page	88,012	$1,416,113
2	HCA	HCA Healthcare, Inc.	2,181	$850,350
3	FMS	Fresenius Medical Care AG	18,099	$409,218
4	UHS	Universal Health Services Inc	2,278	$338,715

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,416,113	88,012	-2.7%	Shares	Sole	2026-07-16
2026-03-31	$1,236,959	90,421	-0.8%	Shares	Sole	2026-04-21
2025-12-31	$983,303	91,131	-1.5%	Shares	Sole	2026-01-21
2025-09-30	$783,974	92,559	0.0%	Shares	Sole	2025-10-03
2025-06-30	$644,210	92,559	-8.3%	Shares	Sole	2025-07-09
2025-03-31	$631,915	100,945	+0.3%	Shares	Sole	2025-04-28
2024-12-31	$506,143	100,625	0.0%	Shares	Sole	2025-01-15
2024-09-30	$683,243	100,625	0.0%	Shares	Sole	2024-10-17
2024-06-30	$687,268	100,625	0.0%	Shares	Sole	2024-07-22
2024-03-31	$665,131	100,625	0.0%	Shares	Sole	2024-04-25
2023-12-31	$585,637	100,625	-16.5%	Shares	Sole	2024-01-26
2023-09-30	$499,023	120,537	0.0%	Shares	Sole	2023-10-19
2023-06-30	$508,666	120,537	0.0%	Shares	Sole	2023-07-26
2023-03-31	$355,584	120,537	+10.3%	Shares	Sole	2023-05-02
2022-12-31	$298,454	109,324	+9.1%	Shares	Sole	2023-01-24
2022-09-30	$427,952	100,223	+0.2%	Shares	Sole	2022-10-21
2022-06-30	$454,000	100,000	-85.8%	Shares	Sole	2022-07-22
2022-03-31	$4,970,250	705,000	+540.9%	Shares	Sole	2022-05-10
2021-12-31	$567,600	110,000	0.0%	Shares	Sole	2022-01-21
2021-09-30	$693,000	110,000	0.0%	Shares	Sole	2021-10-21
2021-06-30	$869,000	110,000	0.0%	Shares	Sole	2021-07-29
2021-03-31	$665,500	110,000	0.0%	Shares	Sole	2021-04-29
2020-12-31	$487,300	110,000	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.