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WELLTOWER INC PFD SER J
WELLTOWER INC PFD SER J . Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 5 Institutional holders with a total value of $2,312,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SPIRIT OF AMERICA MANAGEMENT CORP/NY 32,000 787,000 34.04%
2 EII CAPITAL MANAGEMENT, INC. 28,200 694,000 30.02%
3 TRUST CO OF TOLEDO NA /OH/ 15,275 375,000 16.22%
4 PARAMETRIC PORTFOLIO ASSOCIATES LLC 10,426 256,000 11.07%
5 Barnett & Company, Inc. 8,150 200,000 8.65%

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.