Vanguard Capital Management (BKD) discloses 11.96M-share, 5% position in Brookdale
Rhea-AI Filing Summary
Vanguard Capital Management filed a Schedule 13G reporting a passive ownership stake in Brookdale Senior Living Inc. common stock. Vanguard and certain affiliates beneficially own 11,961,822 shares, representing 5% of the outstanding common stock as of June 30, 2026.
Within this stake, Vanguard has sole voting power over 1,772,020 shares and sole dispositive power over 11,961,822 shares, with no shared voting or dispositive power. The filing notes that this ownership includes securities held by various Vanguard funds and managed accounts, and that no other individual person’s interest exceeds 5% of the class.
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Key Figures
Beneficial ownership: 11,961,822 shares
Percent of class: 5%
Sole voting power: 1,772,020 shares
+3 more
6 metrics
Beneficial ownership
11,961,822 shares
Brookdale common stock beneficially owned by Vanguard as of June 30, 2026
Percent of class
5%
Portion of Brookdale common stock represented by Vanguard’s beneficial ownership
Sole voting power
1,772,020 shares
Shares of Brookdale over which Vanguard has sole power to vote
Shared voting power
0 shares
Shares of Brookdale over which Vanguard has shared power to vote
Sole dispositive power
11,961,822 shares
Shares of Brookdale over which Vanguard has sole power to dispose
Shared dispositive power
0 shares
Shares of Brookdale over which Vanguard has shared power to dispose
Key Terms
Schedule 13G, beneficially owned, sole voting power, sole dispositive power, +1 more
5 terms
Schedule 13G regulatory
"Vanguard Capital Management filed a Schedule 13G reporting a passive ownership stake"
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
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
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 voting power financial
"Sole Voting Power 1,772,020.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 11,961,822.00"
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.
percent of class financial
"Percent of class: 5 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What ownership stake in Brookdale Senior Living Inc (BKD) does Vanguard report?
Vanguard Capital Management reports beneficial ownership of 11,961,822 Brookdale shares, representing 5% of the common stock as of June 30, 2026, including holdings across certain Vanguard funds and managed accounts.
What dispositive power does Vanguard hold over Brookdale (BKD) stock?
Vanguard reports sole dispositive power over 11,961,822 Brookdale shares and no shared dispositive power, meaning it can determine how all reported shares are disposed of, subject to fund and account arrangements.
Why is Vanguard filing a Schedule 13G for Brookdale Senior Living (BKD)?
A Schedule 13G is filed when an investor acquires more than 5% of a company’s stock on a passive basis. Vanguard reports 5% beneficial ownership of Brookdale’s common stock, triggering this disclosure requirement.
Do other investors have significant interests in Vanguard’s BKD holdings?
Vanguard states that various investment companies and managed accounts have rights to dividends or sale proceeds, but no single other person’s interest exceeds 5% of the Brookdale securities reported.
Which Vanguard entities are included in the BKD ownership reported on Schedule 13G?
The filing states that the holdings reflect securities beneficially owned by Vanguard Capital Management LLC and affiliates including Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd.