Dark
Light
System
Security
WELLTOWER INC.
WELLTOWER INC.. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 644 Institutional holders with a total value of $22,728,759,179.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 49,707,083 3,761,335,000 16.55%
2 COHEN & STEERS, INC. 17,626,030 1,333,762,000 5.87%
3 STATE STREET CORP 15,311,114 1,158,599,000 5.10%
4 BlackRock Institutional Trust Company, N.A. 13,039,408 986,692,000 4.34%
5 Invesco Ltd. 13,039,066 986,665,000 4.34%
6 BlackRock Fund Advisors 10,316,568 780,655,000 3.43%
7 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 9,394,494 710,881,000 3.13%
8 Shinko Asset Management Co., Ltd. 8,599,441 650,720,000 2.86%
9 Daiwa Securities Group Inc. 6,885,671 521,039,000 2.29%
10 Bank of New York Mellon Corp 6,376,891 482,538,000 2.12%
11 NORTHERN TRUST CORP 6,043,005 457,274,000 2.01%
12 JPMORGAN CHASE & CO 6,036,930 456,815,000 2.01%
13 PGGM Investments 5,528,705 418,357,000 1.84%
14 BlackRock Group LTD 4,740,579 358,720,000 1.58%
15 Epoch Investment Partners, Inc. 4,202,606 318,011,000 1.40%
16 DIMENSIONAL FUND ADVISORS LP 3,948,342 298,776,000 1.31%
17 DEUTSCHE BANK AG\ 3,714,931 281,104,000 1.24%
18 PRINCIPAL FINANCIAL GROUP INC 3,189,662 241,362,000 1.06%
19 MANAGED ACCOUNT ADVISORS LLC 2,963,659 224,260,000 0.99%
20 GEODE CAPITAL MANAGEMENT, LLC 2,876,379 217,415,000 0.96%
21 WELLS FARGO & COMPANY/MN 2,799,197 211,817,000 0.93%
22 MORGAN STANLEY 2,494,940 188,792,000 0.83%
23 Nuveen Asset Management, LLC 2,334,176 176,627,000 0.78%
24 NORGES BANK 2,276,555 172,267,000 0.76%
25 GOLDMAN SACHS GROUP INC 2,176,823 164,719,000 0.72%
26 SCHAFER CULLEN CAPITAL MANAGEMENT INC 2,167,765 164,035,000 0.72%
27 ROYAL BANK OF CANADA 2,118,907 160,338,000 0.71%
28 AEW CAPITAL MANAGEMENT L P 2,102,587 159,103,000 0.70%
29 PRUDENTIAL FINANCIAL INC 1,922,934 145,509,000 0.64%
30 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1,855,151 140,378,000 0.62%
31 Legal & General Group Plc 1,835,864 138,975,000 0.61%
32 Adelante Capital Management LLC 1,679,503 127,088,000 0.56%
33 APG Asset Management US Inc. 1,619,300 122,532,000 0.54%
34 FEDERATED HERMES, INC. 1,530,940 115,847,000 0.51%
35 ING GROEP NV 1,446,138 109,458,000 0.48%
36 BANK OF AMERICA CORP /DE/ 1,438,911 108,883,000 0.48%
37 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,414,098 107,005,000 0.47%
38 SECURITY CAPITAL RESEARCH & MANAGEMENT INC 1,248,395 94,466,000 0.42%
39 CREDIT SUISSE AG/ 1,227,028 92,850,000 0.41%
40 Cullen Capital Management, LLC 1,224,670 92,671,000 0.41%
41 ANCHOR CAPITAL ADVISORS LLC 1,178,384 89,168,000 0.39%
42 RENAISSANCE TECHNOLOGIES LLC 1,135,300 85,908,000 0.38%
43 TCW GROUP INC 1,129,771 85,490,000 0.38%
44 TIAA CREF INVESTMENT MANAGEMENT LLC 1,105,619 83,662,000 0.37%
45 MACQUARIE GROUP LTD 1,087,904 82,266,000 0.36%
46 BNP Paribas Asset Management Holding S.A. 1,064,704 80,566,000 0.35%
47 Sumitomo Mitsui Trust Group, Inc. 1,047,262 80,346,000 0.35%
48 ROYAL LONDON ASSET MANAGEMENT LTD 103,017 79,029,000 0.35%
49 BlackRock Finance, Inc. 1,038,592 78,591,000 0.35%
50 Sumitomo Mitsui DS Asset Management Company, Ltd 1,027,201 77,728,000 0.34%
Page 1 of 13

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.