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Welltower
Welltower . Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 21 Institutional holders with a total value of $44,784,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CHURCHILL MANAGEMENT Corp 159,328 12,326,000 27.52%
2 Azimuth Capital Management LLC 44,715 3,459,000 7.72%
3 CATAWBA CAPITAL MANAGEMENT /VA 43,822 3,390,000 7.57%
4 World Asset Management Inc 39,442 3,051,000 6.81%
5 Bollard Group LLC 34,748 2,688,000 6.00%
6 AMERICAN NATIONAL INSURANCE CO 29,350 2,271,000 5.07%
7 CYPRESS ASSET MANAGEMENT INC/TX 29,030 2,246,000 5.02%
8 Palouse Capital Management, Inc. 27,304 2,112,000 4.72%
9 Chesley Taft & Associates LLC 27,150 2,100,000 4.69%
10 SCHNIEDERS CAPITAL MANAGEMENT LLC 24,430 1,890,000 4.22%
11 Convergence Investment Partners, LLC 23,265 1,800,000 4.02%
12 Liberty Capital Management, Inc. 20,475 1,584,000 3.54%
13 W.G. Shaheen & Associates DBA Whitney & Co 18,400 1,423,000 3.18%
14 AUGUSTINE ASSET MANAGEMENT INC 12,695 955,000 2.13%
15 AlphaMark Advisors, LLC 11,547 893,000 1.99%
16 MURPHY CAPITAL MANAGEMENT INC 8,820 682,000 1.52%
17 PETTYJOHN, WOOD & WHITE, INC 8,325 644,000 1.44%
18 American National Registered Investment Advisor, Inc. 7,075 547,000 1.22%
19 Colonial Trust Advisors 6,050 468,000 1.05%
20 GAMBLE JONES INVESTMENT COUNSEL 3,011 233,000 0.52%
21 Ranger International Management, LP 285 22,000 0.05%

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.