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Q2 2026 7/58 funds filed
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Polen Capital Management — BKD

How Polen Capital Management's position in Brookdale Senior Living Inc - US changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held
3
First reported
Q4 2025
Latest value
$7,257,909
Latest weight
0.1%
Peak weight
0.1%
Shares since first
+124.9%

Position Trend

Shares, value, and weight from first report to latest report.

Polen Capital Management first reported 200,588 shares in Q4 2025 and most recently reported 451,082 shares in Q2 2026. Portfolio weight peaked at 0.1% in Q2 2026; the low reported weight was 0% in Q4 2025.

Since the first report, shares are +124.9% and reported value is +235.3%. Latest move: ADD

Quarter Shares Value % of portfolio Change
Q2 2026 451,082 $7,257,909 0.06% ADD
Q1 2026 420,374 $5,750,716 0.04% ADD
Q4 2025 200,588 $2,164,345 0.01% NEW