BROOKDALE SR LIVING INC - NOTE 2.000%10/1

Historical Holders from Q4 2022 to Q3 2025

Type / Class
Debt / NOTE 2.000%10/1
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal, excl. options
23,297,000
Holdings value
$27,064,668
% of all portfolios
0%
Number of holders
5
Number of buys
1
Number of sells
-2
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of BROOKDALE SR LIVING INC - NOTE 2.000%10/1

Period Principal Value Change Price Investors
2025 Q3 23,297,000 $27,064,668 -$37,977,346 $1.16 5
2025 Q2 69,662,000 $72,865,357 +$3,183,384 $1.05 7
2025 Q1 56,131,000 $55,674,757 $1 6
2024 Q4 56,131,000 $50,998,584 -$14,536,496 $0.9217 6
2024 Q3 67,101,000 $70,985,858 -$161,189,239 $1.06 8
2024 Q2 226,955,000 $228,646,408 -$1,952,474 $1 6
2024 Q1 228,955,000 $224,063,067 +$226,072 $0.979 8
2023 Q4 230,800,000 $210,708,423 +$896,218 $0.9147 11
2023 Q3 230,800,000 $180,710,300 $0.7854 13
2023 Q2 230,800,000 $181,731,021 +$3,642,380 $0.7899 13
2023 Q1 226,204,000 $162,005,026 -$8,391,318 $0.7096 11
2022 Q4 235,500,000 $180,507,421 +$180,507,421 $0.7481 12