Lee Danner & Bass Inc. Has $17.85 Million Stock Position in Brookdale Senior Living Inc. $BKD

Posted by George Bondi on Jul 5th, 2026

Lee Danner & Bass Inc. grew its holdings in Brookdale Senior Living Inc. (NYSE:BKD – Free Report) by 246.4% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,304,670 shares of the company’s stock after acquiring an additional 928,085 shares during the quarter. Brookdale Senior Living accounts for approximately 1.1% of Lee Danner & Bass Inc.’s investment portfolio, making the stock its 22nd biggest position. Lee Danner & Bass Inc.’s holdings in Brookdale Senior Living were worth $17,848,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Caitong International Asset Management Co. Ltd increased its position in Brookdale Senior Living by 44,583.3% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 2,681 shares of the company’s stock worth $29,000 after acquiring an additional 2,675 shares during the period. Larson Financial Group LLC bought a new stake in Brookdale Senior Living in the 3rd quarter valued at about $59,000. Strs Ohio bought a new stake in Brookdale Senior Living in the 1st quarter valued at about $61,000. FNY Investment Advisers LLC bought a new stake in Brookdale Senior Living in the 4th quarter valued at about $62,000. Finally, KBC Group NV acquired a new position in shares of Brookdale Senior Living during the 4th quarter worth approximately $84,000.

Wall Street Analyst Weigh In

Several research analysts have recently commented on BKD shares. Stephens started coverage on shares of Brookdale Senior Living in a report on Thursday, April 9th. They set an “overweight” rating and a $18.00 target price on the stock. Weiss Ratings cut Brookdale Senior Living from a “sell (d)” rating to a “sell (d-)” rating in a research note on Wednesday, May 27th. Compass Point began coverage on Brookdale Senior Living in a research note on Monday, June 15th. They issued a “buy” rating and a $22.00 price target for the company. Finally, Zacks Research downgraded Brookdale Senior Living from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 21st. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $17.60.

View Our Latest Report on Brookdale Senior Living

Brookdale Senior Living Stock Up 0.1%

BKD opened at $15.89 on Friday. Brookdale Senior Living Inc. has a twelve month low of $6.65 and a twelve month high of $17.09. The company has a 50-day simple moving average of $13.65 and a 200 day simple moving average of $13.54. The stock has a market capitalization of $3.79 billion, a price-to-earnings ratio of -18.47 and a beta of 0.58.

Brookdale Senior Living (NYSE:BKD – Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The company reported ($0.03) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.02) by ($0.01). Brookdale Senior Living had a negative return on equity of 15,050.32% and a negative net margin of 6.51%.The firm had revenue of $764.86 million for the quarter, compared to analyst estimates of $771.16 million. Sell-side analysts anticipate that Brookdale Senior Living Inc. will post -0.1 EPS for the current fiscal year.

Brookdale Senior Living Profile

(Free Report)

Brookdale Senior Living Inc (NYSE: BKD) is one of the nation’s largest operators of senior living communities, offering a full spectrum of living options that includes independent living, assisted living, memory care, continuing care retirement communities, respite care and skilled nursing services. The company emphasizes programs and amenities that support wellness, social engagement and overall quality of life for older adults.

Across the United States and Puerto Rico, Brookdale manages more than 700 communities serving tens of thousands of residents.