UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in BKD — Brookdale Senior Living Inc.

CIK 861177 NEW YORK, NY

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Position in BKD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,337,200

+$931,679 QoQ

Shares Held

580,311

-5.6% QoQ

Ownership

0.243%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#65

of 291 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Common Shares in BKD Over Time

Shares Held

Position Value (USD)

Position in Medical Care Facilities

Healthcare · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $798,291,001 across 32 Medical Care Facilities names. BKD ranks #10 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	1,244,576	$485,247,730
2	LFST	LifeStance Health Group, Inc.	5,947,600	$63,698,792
3	THC	Tenet Healthcare Corp	217,135	$40,621,613
4	EHC	Encompass Health Corp	289,353	$29,247,796
5	DVA	Davita Inc.	126,765	$28,202,672
6	SGRY	Surgery Partners, Inc.	1,471,492	$24,721,062
7	ENSG	Ensign Group, Inc	147,819	$23,695,381
8	CHE	Chemed Corp	39,638	$18,460,998

All Filings in BKD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,337,200	580,311	-5.6%	Shares	Defined	2026-08-13
2026-03-31	$8,405,521	614,439	-1.4%	Shares	Defined	2026-05-13
2025-12-31	$6,724,431	623,210	+13.5%	Shares	Defined	2026-02-13
2025-09-30	$4,652,270	549,265	-31.3%	Shares	Other	2025-11-14
2025-06-30	$5,565,004	799,570	+34.3%	Shares	Defined	2025-08-14
2025-03-31	$3,728,102	595,544	+3.8%	Shares	Defined	2025-05-19
2024-12-31	$2,886,140	573,786	+16.0%	Shares	Defined	2025-02-14
2024-09-30	$3,357,802	494,522	-1.9%	Shares	Defined	2024-11-14
2024-06-30	$3,441,683	503,907	+88.1%	Shares	Defined	2024-08-14
2024-03-31	$1,770,810	267,899	+9.2%	Shares	Defined	2024-05-15
2023-12-31	$1,427,660	245,303	-17.4%	Shares	Defined	2024-02-14
2023-09-30	$1,228,740	296,798	+64.2%	Shares	Defined	2023-11-13
2023-06-30	$762,691	180,733	0.0%	Shares	Defined	2023-08-11
2023-03-31	$533,160	180,733	-14.4%	Shares	Defined	2023-05-15
2022-12-31	$576,178	211,055	+1.0%	Shares	Defined	2023-02-14
2022-09-30	$892,251	208,959	-10.0%	Shares	Defined	2022-11-14
2022-06-30	$1,053,718	232,097	+5.6%	Shares	Defined	2022-08-12
2022-03-31	$1,549,657	219,810	-13.6%	Shares	Defined	2022-05-16
2021-12-31	$1,312,959	254,450	+19.5%	Shares	Defined	2022-02-14
2021-09-30	$1,340,933	212,847	+0.3%	Shares	Defined	2021-11-15
2021-06-30	$1,676,038	212,157	+15.5%	Shares	Defined	2021-08-16
2021-03-31	$1,111,352	183,695	-6.1%	Shares	Defined	2021-05-14
2020-12-31	$866,302	195,554	-13.2%	Shares	Defined	2021-03-01
2020-09-30	$571,945	225,176	-4.0%	Shares	Defined	2020-11-13
2020-06-30	$692,015	234,582	+6.4%	Shares	Defined	2020-08-14
2020-03-31	$687,961	220,501	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.