BANK OF MONTREAL /CAN/

Bank

Position in BKD — Brookdale Senior Living Inc.

CIK 927971 TORONTO, A6

Position in BKD

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,259,409

+$42,975 QoQ

Shares Held

238,261

-20.1% QoQ

Ownership

0.100%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 99.54461703761841.ToString("F0")% Shared 0.ToString("F0")% None 0.45538296238159.ToString("F0")%

Healthcare · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $158,319,449 across 15 Medical Care Facilities names. BKD ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	244,667	$115,786,207
2	UHS	Universal Health Services Inc	85,418	$15,287,258
3	ENSG	Ensign Group, Inc	34,539	$6,959,607
4	DVA	Davita Inc.	38,351	$5,894,162
5	THC	Tenet Healthcare Corp	18,794	$3,546,614
6	EHC	Encompass Health Corp	34,888	$3,374,714
7	BKD	Brookdale Senior Living Inc. This page	238,261	$3,259,409
8	FMS	Fresenius Medical Care AG	45,218	$1,020,116

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,259,409	238,261	-20.1%	Shares	Defined	2026-05-13
2025-12-31	$3,216,434	298,094	-0.2%	Shares	Defined	2026-02-12
2025-09-30	$2,530,902	298,808	-1.0%	Shares	Defined	2025-11-13
2025-06-30	$2,100,729	301,829	-0.4%	Shares	Defined	2025-08-05
2025-03-31	$1,896,598	302,971	+86.0%	Shares	Defined	2025-05-13
2024-12-31	$819,537	162,930	+9.0%	Shares	Defined	2025-02-13
2024-09-30	$1,014,621	149,429	+124.8%	Shares	Defined	2024-11-13
2023-12-31	$386,813	66,463	+3107.7%	Shares	Defined	2024-02-08
2023-09-30	$8,577	2,072	-1.6%	Shares	Defined	2023-11-01
2023-06-30	$8,885	2,106	-78.5%	Shares	Defined	2023-08-02
2023-03-31	$28,947	9,813	+370.6%	Shares	Defined	2024-06-13
2022-12-31	$5,692	2,085	-89.4%	Shares	Defined	2023-02-01
2022-09-30	$83,610	19,581	-0.3%	Shares	Defined	2022-11-10
2022-06-30	$89,192	19,646	+0.7%	Shares	Defined	2022-08-11
2022-03-31	$137,489	19,502	-16.1%	Shares	Defined	2022-05-12
2021-12-31	$119,970	23,250	-0.0%	Shares	Defined	2022-02-11
2021-09-30	$146,524	23,258	+0.0%	Shares	Defined	2021-11-12
2021-06-30	$183,722	23,256	-15.7%	Shares	Defined	2021-08-12
2021-03-31	$166,804	27,571	-41.2%	Shares	Defined	2021-05-13
2020-12-31	$207,655	46,875	+72.1%	Shares	Defined	2021-02-12
2020-09-30	$69,186	27,239	-17.9%	Shares	Defined	2020-11-12
2020-06-30	$97,906	33,189	+2958.9%	Shares	Defined	2020-08-12
2020-03-31	$3,385	1,085	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.