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

13F Institutional Holders and Ownership History from Q4 2022 to Q3 2025

Type / Class
Debt / NOTE 2.000%10/1
Market price (% of par)
116.07%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$23,297,000
Total reported market value
$27,064,668
Principal change
-$32,834,000
Market value change
-$37,976,176
Number of holders
5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 5 institutional investors reported holding $23,297,000 in principal (par value) of BROOKDALE SR LIVING INC - NOTE 2.000%10/1.

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

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q3 $23,297,000 $27,064,668 -$37,976,176 116.07% 5
2025 Q2 $69,662,000 $72,865,357 +$3,183,077 104.9% 7
2025 Q1 $56,131,000 $55,674,757 100.12% 6
2024 Q4 $56,131,000 $50,998,584 -$14,535,770 92.18% 6
2024 Q3 $67,101,000 $70,985,858 -$161,188,248 105.89% 8
2024 Q2 $226,955,000 $228,646,408 -$1,952,521 100.44% 6
2024 Q1 $228,955,000 $224,063,067 +$225,442 97.9% 8
2023 Q4 $230,800,000 $210,708,423 +$2,135,702 91.47% 11
2023 Q3 $230,800,000 $180,710,300 $0 78.54% 13
2023 Q2 $230,800,000 $181,731,021 +$3,642,703 78.99% 13
2023 Q1 $226,204,000 $162,005,026 -$8,391,444 70.96% 11
2022 Q4 $235,500,000 $180,507,421 +$175,508,586 74.81% 12