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

Institutional Holders (2014Q3)
Portfolio Summary: 578 Institutional holders with a total value of $18,230,084,905.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 M&T BANK CORP 200 0 0.00% Call
2 SUMMIT SECURITIES GROUP LLC 15 0 0.00% Put
3 WOLVERINE ASSET MANAGEMENT LLC 9 0 0.00% Call
4 Crosspoint Capital Strategies, LLC 16 1,000 0.00%
5 Lehman Financial Resources, Inc. 17 1,000 0.00%
6 Johnson Financial Group, Inc. 22 1,000 0.00%
7 B. Riley Wealth Management, Inc. 32 2,000 0.00%
8 Catalyst Capital Advisors LLC 32 2,000 0.00%
9 Cornerstone Advisors, Inc. 25 2,000 0.00%
10 Tarbox Family Office, Inc. 53 3,000 0.00%
11 C M BIDWELL & ASSOCIATES LTD 45 3,000 0.00%
12 SHAPIRO ROBERT N 70 4,000 0.00%
13 HOWE & RUSLING INC 83 5,000 0.00%
14 FIRST MANHATTAN CO. LLC. 95 5,000 0.00%
15 COMMUNITY FINANCIAL SYSTEM, INC. 100 6,000 0.00%
16 MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 6,000 0.00%
17 CAPITAL GUARDIAN TRUST CO 95 6,000 0.00%
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,025 6,000 0.00%
19 TRUST CO OF VERMONT 100 6,000 0.00%
20 COUNTRY TRUST BANK 100 6,237 0.00%
21 WealthTrust Fairport, LLC 112 7,000 0.00%
22 Exchange Capital Management, Inc. 143 9,000 0.00%
23 Oakworth Capital, Inc. 133 9,000 0.00%
24 MOTCO 165 10,000 0.00%
25 Regal Investment Advisors LLC 200 12,000 0.00%
26 Waverly Advisors, LLC 197 12,000 0.00%
27 Kessler Investment Group, LLC 226 14,000 0.00%
28 DUNCKER STREETT & CO INC 230 14,000 0.00%
29 Estabrook Capital Management 250 15,593 0.00%
30 Stifel Trust Company, N.A. 250 16,000 0.00%
31 JFS WEALTH ADVISORS, LLC 281 18,000 0.00%
32 WealthTrust-Arizona, LLC 300 19,000 0.00%
33 SATURNA CAPITAL CORP 302 19,000 0.00%
34 THOMPSON SIEGEL & WALMSLEY LLC 300 19,000 0.00%
35 Bluefin Trading, LLC 22,200 20,000 0.00% Put
36 ENTERPRISE FINANCIAL SERVICES CORP 331 21,000 0.00%
37 THOMPSON DAVIS & CO., INC. 343 21,000 0.00%
38 Kistler-Tiffany Companies, LLC 403 25,000 0.00%
39 DELTA ASSET MANAGEMENT LLC/TN 445 28,000 0.00%
40 BOSTON PRIVATE BANK & TRUST CO 495 31,000 0.00%
41 Zions Trust, National Association 500 31,000 0.00%
42 NEW ENGLAND SECURITIES CORP /MA/ 498 31,000 0.00%
43 Highlander Capital Management, LLC 500 31,185 0.00%
44 Ground Swell Capital, LLC 546 34,000 0.00%
45 PRELUDE CAPITAL MANAGEMENT, LLC 600 37,000 0.00%
46 WELLS FARGO & COMPANY/MN 44,200 39,000 0.00% Call
47 Hoxton Financial, Inc. 629 39,000 0.00%
48 JNBA Financial Advisors 619 39,000 0.00%
49 Tower Research Capital LLC (TRC) 661 41,000 0.00%
50 Carroll Financial Associates, Inc. 585 41,000 0.00%
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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.