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Welltower Inc.
Welltower Inc.. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 532 Institutional holders with a total value of $15,383,214,740.
#
Manager Name
Shares
Value ($)
%
Options
Notes
501 NEW ENGLAND SECURITIES CORP /MA/ 578 34,000 0.00%
502 Capital Analysts, LLC 535 31,914 0.00%
503 Spot Trading L.L.C 500 30,000 0.00%
504 Highlander Capital Management, LLC 500 29,800 0.00%
505 First Horizon Advisors, Inc. 493 29,000 0.00%
506 Carroll Financial Associates, Inc. 492 29,000 0.00%
507 HOWE & RUSLING INC 483 29,000 0.00%
508 Transamerica Financial Advisors, LLC 344 21,000 0.00%
509 CARDEROCK CAPITAL MANAGEMENT INC 350 21,000 0.00%
510 BOSTON PRIVATE BANK & TRUST CO 300 18,000 0.00%
511 SATURNA CAPITAL CORP 302 18,000 0.00%
512 WealthTrust-Arizona, LLC 300 18,000 0.00%
513 Stifel Trust Company, N.A. 250 15,000 0.00%
514 Estabrook Capital Management 250 14,900 0.00%
515 DUNCKER STREETT & CO INC 230 14,000 0.00%
516 MOTCO 225 13,000 0.00%
517 Waverly Advisors, LLC 194 12,000 0.00%
518 Kessler Investment Group, LLC 156 9,000 0.00%
519 THOMPSON DAVIS & CO., INC. 151 9,000 0.00%
520 Exchange Capital Management, Inc. 140 8,000 0.00%
521 Oakworth Capital, Inc. 133 8,000 0.00%
522 Crosspoint Capital Strategies, LLC 96 6,000 0.00%
523 TRUST CO OF VERMONT 100 6,000 0.00%
524 Regal Investment Advisors LLC 95 6,000 0.00%
525 MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 6,000 0.00%
526 FIRST MANHATTAN CO. LLC. 95 5,000 0.00%
527 SHAPIRO ROBERT N 70 4,000 0.00%
528 SIGNATUREFD, LLC 43 3,000 0.00%
529 TOCQUEVILLE ASSET MANAGEMENT L.P. 42 3,000 0.00%
530 B. Riley Wealth Management, Inc. 31 2,000 0.00%
531 Lehman Financial Resources, Inc. 17 1,000 0.00%
532 WOLVERINE ASSET MANAGEMENT LLC 9 0 0.00% Call
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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.