STOCK TITAN

BlackRock amends 13G for Brookdale (NYSE: BKD) — 8.8M shares reported

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

BROOKDALE SENIOR LIVING INC ownership disclosure: BlackRock Portfolio Management LLC filed an Amendment No. 1 to Schedule 13G/A reporting beneficial ownership of 8,795,215 shares of Common Stock, representing 3.7% of the class. The filing lists sole voting power of 8,772,583 shares and sole dispositive power of 8,795,215 shares. The form is signed by Spencer Fleming on 04/29/2026.

Positive

  • None.

Negative

  • None.

Insights

Large passive stake filing: BlackRock reports 8,795,215 shares (3.7%).

The filing updates beneficial ownership under Schedule 13G/A, showing BlackRock Portfolio Management LLC holds 8,795,215 shares with sole dispositive power. This size is below a 5% threshold commonly used for activism signals.

Implication: ownership is material to disclosure rules but does not, by itself, indicate a change in strategy; subsequent filings could show activity.

Amendment confirms reporting obligations met; signature dated 04/29/2026.

The amendment cites SEC Release No. 34-39538 and clarifies the Reporting Business Units whose holdings are aggregated. The form includes Exhibit 24 (POA) and Exhibit 99 per Item 7 reference.

Compliance note: this is a routine update to a beneficial ownership schedule; timing and attribution follow the cited release.

Shares beneficially owned 8,795,215 shares Amount beneficially owned reported on Schedule 13G/A
Percent of class 3.7% Percent of common stock reported in Item 4(b)
Sole voting power 8,772,583 shares Number with sole power to vote reported in Item 4(c)(i)
Sole dispositive power 8,795,215 shares Number with sole power to dispose reported in Item 4(c)(iii)
Signature date 04/29/2026 Signed by Spencer Fleming on the filing
Schedule 13G/A regulatory
"Amendment No. 1 to Schedule 13G/A reporting beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 8795215"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Reporting Business Units financial
"beneficial ownership by certain business units (the "Reporting Business Units")"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What does BlackRock's Schedule 13G/A mean for BKD?

It reports a passive beneficial ownership position of 8,795,215 shares representing 3.7% of common stock. The amendment clarifies voting and dispositive powers held by BlackRock Portfolio Management LLC and aggregates holdings of designated Reporting Business Units.

Who filed the amendment for Brookdale (BKD)?

The amendment was filed by BlackRock Portfolio Management LLC, located at 50 Hudson Yards, New York. The filing is signed by Spencer Fleming and reflects aggregated holdings of specified BlackRock business units.

How much voting power does BlackRock report for BKD?

BlackRock reports sole voting power for 8,772,583 shares and shared voting power of 0 shares. The filing specifies the split of sole versus shared voting and dispositive powers.

Does this filing indicate active control or activism by BlackRock?

No direct indication of activism is provided; the filing reports a 3.7% passive stake (Schedule 13G/A). Schedule 13G/A classifications generally denote passive investment rather than active takeover intent.

When was the Schedule 13G/A amendment signed?

The amendment is signed by Spencer Fleming with a signature date of 04/29/2026. The cover references holdings as reported in the amended schedule and related exhibits.





112463104

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



BlackRock Portfolio Management LLC
Signature:Spencer Fleming
Name/Title:Managing Director
Date:04/29/2026
Exhibit Information

Exhibit 24: Power of Attorney Exhibit 99: Item 7