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Welltower
Welltower . Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 25 Institutional holders with a total value of $29,235,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 World Asset Management Inc 46,182 2,894,000 9.90%
2 CATAWBA CAPITAL MANAGEMENT /VA 42,002 2,632,000 9.00%
3 Azimuth Capital Management LLC 37,875 2,374,000 8.12%
4 Bollard Group LLC 29,401 1,843,000 6.30%
5 AMERICAN NATIONAL INSURANCE CO 29,350 1,839,000 6.29%
6 Cetera Advisors LLC 27,263 1,713,000 5.86%
7 Cetera Advisor Networks LLC 26,930 1,695,000 5.80%
8 Chesley Taft & Associates LLC 26,800 1,680,000 5.75%
9 Camelot Portfolios, LLC 23,561 1,477,000 5.05%
10 Palouse Capital Management, Inc. 22,815 1,430,000 4.89%
11 Liberty Capital Management, Inc. 20,475 1,283,000 4.39%
12 W.G. Shaheen & Associates DBA Whitney & Co 19,300 1,210,000 4.14%
13 SCHNIEDERS CAPITAL MANAGEMENT LLC 17,470 1,095,000 3.75%
14 CYPRESS ASSET MANAGEMENT INC/TX 16,980 1,064,000 3.64%
15 Maple Capital Management, Inc. 15,909 997,000 3.41%
16 AlphaMark Advisors, LLC 11,545 724,000 2.48% SH
17 AUGUSTINE ASSET MANAGEMENT INC 11,080 694,000 2.37%
18 PARSONS CAPITAL MANAGEMENT INC/RI 10,537 660,000 2.26%
19 Carnegie Investment Counsel 7,532 472,000 1.61%
20 American National Registered Investment Advisor, Inc. 7,075 443,000 1.52%
21 NORTH AMERICAN MANAGEMENT CORP 6,370 399,000 1.36%
22 Colonial Trust Advisors 6,069 380,000 1.30%
23 GAMBLE JONES INVESTMENT COUNSEL 3,227 202,000 0.69%
24 Ranger International Management, LP 285 18,000 0.06%
25 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 275 17,000 0.06%

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.