WCM holds 5.39% of Brookdale Senior Living (BKD) in Schedule 13G filing

Rhea-AI Filing Summary

Brookdale Senior Living Inc reported a 5.38771% stake held by WCM Investment Management, LLC. The filing shows WCM beneficially owns 12,811,574 shares of Common Stock as of 03/31/2026 with sole voting and dispositive power. The Schedule 13G was signed by the filers Chief Compliance Officer on 04/06/2026.

Key Figures

Shares beneficially owned: 12,811,574 shares Percent of class: 5.38771% CUSIP: 112463104 +1 more

4 metrics

Shares beneficially owned 12,811,574 shares Amount beneficially owned as reported on Schedule 13G

Percent of class 5.38771% Percent of common stock beneficially owned as of 03/31/2026

CUSIP 112463104 Identifies Brookdale Senior Living common stock in the filing

Sole voting/dispositive power 12,811,574 shares Sole power to vote and dispose as reported in Item 4

Key Terms

Schedule 13G, Beneficially owned, Sole dispositive power, CUSIP

4 terms

Schedule 13G regulatory

"Item 1. (a) Name of issuer: Brookdale Senior Living Inc"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

Beneficially owned financial

"Item 4. (a) Amount beneficially owned: 12811574"

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

"Item 4. (c)(iii) Sole power to dispose or to direct the disposition of: 12811574"

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.

CUSIP technical

"Item 2. (e) CUSIP Number(s): 112463104"

A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

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

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Accepted by SEC EDGAR 04/06/2026 - 01:12 PM Learn about SEC filing dates

FAQ

What stake does WCM Investment Management hold in Brookdale Senior Living (BKD)?

WCM holds 12,811,574 shares, equal to 5.38771% of common stock. This figure is reported as beneficial ownership as of 03/31/2026 with sole voting and dispositive power, per the Schedule 13G filing signed on 04/06/2026.

Does WCM have voting control over BKD shares?

Yes. WCM reports sole voting power over all 12,811,574 shares it beneficially owns. The filing lists zero shared voting or dispositive power and records sole dispositive authority for the same share count.

What form was filed to disclose WCMs holdings in BKD?

WCM filed a Schedule 13G to report its beneficial ownership of BKD common stock. The filing lists the CUSIP 112463104 and is signed by the Chief Compliance Officer on 04/06/2026.

As of what date is the ownership percentage reported for BKD?

The ownership percentage 5.38771% is reported as of 03/31/2026. The Schedule 13G lists the amount beneficially owned and voting/dispositive powers tied to that date.

Who signed the Schedule 13G for WCM regarding BKD?

The Schedule 13G was signed by David J. Joerger, identified as Chief Compliance Officer. The signature date on the filing is 04/06/2026, per the disclosed signature block.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Brookdale Senior Living Inc

(Name of Issuer)

Common Stock

(Title of Class of Securities)

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

CUSIP Number(s): 112463104

1

Names of Reporting Persons

WCM Investment Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 12,811,574.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 12,811,574.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

12,811,574.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.38771 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Brookdale Senior Living Inc
(b)	Address of issuer's principal executive offices: 105 Westwood Place, Suite 400, Brentwood, TENNESSEE 37027
Item 2.
(a)	Name of person filing: WCM Investment Management, LLC
(b)	Address or principal business office or, if none, residence: 281 Brooks Street, Laguna Beach, California 92651
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 112463104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 12811574
(b)	Percent of class: 5.38771 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 12811574
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 12811574
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

WCM Investment Management, LLC

Signature:	/s/ David J. Joerger
Name/Title:	Chief Compliance Officer
Date:	04/06/2026