Position in BKD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,369,355
+$274,955 QoQ
Shares Held
85,106
+6.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#136
of 291 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKD Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026NewEdge Wealth, LLC holds $13,274,487 across 6 Medical Care Facilities names. BKD ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
53,135 | $8,517,540 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
6,258 | $2,439,931 | |
| 3 | BKD |
Brookdale Senior Living Inc.
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|
85,106 | $1,369,355 | |
| 4 | EHC |
Encompass Health Corp
|
5,113 | $516,822 | |
| 5 | CON |
Concentra Group Holdings Parent, Inc.
|
7,265 | $216,133 | |
| 6 | CHE |
Chemed Corp
|
461 | $214,706 |
All Filings in BKD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,355 | 85,106 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,094,400 | 80,000 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||