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Welltower
Welltower . Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 21 Institutional holders with a total value of $31,762,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CATAWBA CAPITAL MANAGEMENT /VA 45,782 3,464,000 10.91%
2 Azimuth Capital Management LLC 44,435 3,362,000 10.58%
3 World Asset Management Inc 37,262 2,820,000 8.88%
4 Bollard Group LLC 34,378 2,601,000 8.19%
5 AMERICAN NATIONAL INSURANCE CO 29,350 2,221,000 6.99%
6 Chesley Taft & Associates LLC 27,275 2,064,000 6.50%
7 Palouse Capital Management, Inc. 25,911 1,961,000 6.17%
8 CYPRESS ASSET MANAGEMENT INC/TX 23,505 1,779,000 5.60%
9 Camelot Portfolios, LLC 23,311 1,764,000 5.55%
10 SCHNIEDERS CAPITAL MANAGEMENT LLC 21,520 1,628,000 5.13%
11 Liberty Capital Management, Inc. 20,475 1,549,000 4.88%
12 W.G. Shaheen & Associates DBA Whitney & Co 19,100 1,445,000 4.55%
13 Maple Capital Management, Inc. 16,338 1,236,000 3.89%
14 AUGUSTINE ASSET MANAGEMENT INC 12,695 960,000 3.02%
15 AlphaMark Advisors, LLC 11,445 866,000 2.73%
16 PARSONS CAPITAL MANAGEMENT INC/RI 10,537 798,000 2.51%
17 American National Registered Investment Advisor, Inc. 7,075 535,000 1.68%
18 Colonial Trust Advisors 4,950 375,000 1.18%
19 GAMBLE JONES INVESTMENT COUNSEL 3,422 259,000 0.82%
20 Leisure Capital Management 700 53,000 0.17%
21 Ranger International Management, LP 285 22,000 0.07%

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.