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Welltower
Welltower . Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 23 Institutional holders with a total value of $26,847,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PITTENGER & ANDERSON INC 45,465 2,710,000 10.09%
2 World Asset Management Inc 44,175 2,632,000 9.80%
3 CATAWBA CAPITAL MANAGEMENT /VA 40,114 2,391,000 8.91%
4 Azimuth Capital Management LLC 32,935 1,963,000 7.31%
5 AMERICAN NATIONAL INSURANCE CO 29,350 1,749,000 6.51%
6 Bollard Group LLC 29,079 1,733,000 6.46%
7 Cetera Advisors LLC 25,373 1,513,000 5.64%
8 Chesley Taft & Associates LLC 23,925 1,426,000 5.31%
9 Palouse Capital Management, Inc. 22,170 1,321,000 4.92%
10 Liberty Capital Management, Inc. 22,055 1,314,000 4.89%
11 W.G. Shaheen & Associates DBA Whitney & Co 19,300 1,150,000 4.28%
12 CYPRESS ASSET MANAGEMENT INC/TX 17,255 1,028,000 3.83%
13 Maple Capital Management, Inc. 15,509 924,000 3.44%
14 SCHNIEDERS CAPITAL MANAGEMENT LLC 14,550 867,000 3.23%
15 Cetera Advisor Networks LLC 12,596 751,000 2.80%
16 AlphaMark Advisors, LLC 11,520 687,000 2.56% SH
17 PARSONS CAPITAL MANAGEMENT INC/RI 10,537 628,000 2.34%
18 Carnegie Investment Counsel 7,282 434,000 1.62%
19 American National Registered Investment Advisor, Inc. 7,075 422,000 1.57%
20 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 6,934 413,000 1.54%
21 NORTH AMERICAN MANAGEMENT CORP 6,370 380,000 1.42%
22 Colonial Trust Advisors 6,069 362,000 1.35%
23 EFG Private Wealth Management (Americas) Corp. 825 49,000 0.18%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.