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Welltower
Welltower . Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 24 Institutional holders with a total value of $29,720,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 World Asset Management Inc 44,862 2,798,000 9.41%
2 CATAWBA CAPITAL MANAGEMENT /VA 44,712 2,789,000 9.38%
3 Azimuth Capital Management LLC 41,425 2,584,000 8.69%
4 Bollard Group LLC 31,320 1,953,000 6.57%
5 AMERICAN NATIONAL INSURANCE CO 29,350 1,831,000 6.16%
6 Cetera Advisors LLC 28,223 1,757,000 5.91%
7 Chesley Taft & Associates LLC 27,000 1,684,000 5.67%
8 Cetera Advisor Networks LLC 26,525 1,656,000 5.57%
9 Palouse Capital Management, Inc. 25,815 1,610,000 5.42%
10 Camelot Portfolios, LLC 23,216 1,448,000 4.87%
11 Liberty Capital Management, Inc. 20,475 1,277,000 4.30%
12 CYPRESS ASSET MANAGEMENT INC/TX 19,780 1,234,000 4.15%
13 SCHNIEDERS CAPITAL MANAGEMENT LLC 19,370 1,208,000 4.06%
14 W.G. Shaheen & Associates DBA Whitney & Co 19,100 1,191,000 4.01%
15 Maple Capital Management, Inc. 16,384 1,022,000 3.44%
16 AUGUSTINE ASSET MANAGEMENT INC 12,870 802,000 2.70%
17 AlphaMark Advisors, LLC 11,345 708,000 2.38%
18 PARSONS CAPITAL MANAGEMENT INC/RI 10,537 657,000 2.21%
19 American National Registered Investment Advisor, Inc. 7,075 441,000 1.48%
20 NORTH AMERICAN MANAGEMENT CORP 6,370 397,000 1.34%
21 Colonial Trust Advisors 6,069 379,000 1.28%
22 GAMBLE JONES INVESTMENT COUNSEL 3,422 259,000 0.87%
23 Ranger International Management, LP 285 18,000 0.06%
24 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.