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WELLTOWER INC
WELLTOWER INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 629 Institutional holders with a total value of $22,083,385,342.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MEEDER ASSET MANAGEMENT INC 17 1,000 0.00%
2 D. SCOTT NEAL, INC. 14 1,000 0.00%
3 Edge Wealth Management LLC 5 1,000 0.00%
4 Alerus Investment Advisors Corp 18 1,000 0.00%
5 Ironwood Financial, llc 33 2,000 0.00%
6 Barrett Asset Management, LLC 30 2,000 0.00%
7 Tarbox Family Office, Inc. 22 2,000 0.00%
8 SIGNATUREFD, LLC 34 2,000 0.00%
9 People's United Financial, Inc. 50 3,000 0.00%
10 BESSEMER GROUP INC 56 4,000 0.00%
11 QUADRANT CAPITAL GROUP LLC 80 4,000 0.00%
12 Donald L. Hagan, LLC 60 4,000 0.00%
13 PROFICIO CAPITAL PARTNERS LLC 79 5,000 0.00%
14 TD Securities (USA) LLC 80 6,000 0.00%
15 LBA Wealth Management, LLC 100 7,000 0.00%
16 MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 7,000 0.00%
17 INTEGRATED INVESTMENT CONSULTANTS, LLC 100 7,000 0.00%
18 TRUST CO OF VERMONT 100 7,000 0.00%
19 JFS WEALTH ADVISORS, LLC 125 9,000 0.00%
20 Oakworth Capital, Inc. 133 9,000 0.00%
21 MACROVIEW INVESTMENT MANAGEMENT LLC 135 9,000 0.00%
22 GUPTA WEALTH MANAGEMENT LLC 148 10,000 0.00%
23 ENTERPRISE FINANCIAL SERVICES CORP 147 10,000 0.00%
24 MOTCO 165 11,000 0.00%
25 Joel Isaacson & Co., LLC 153 11,000 0.00%
26 FIRST MANHATTAN CO. LLC. 186 12,000 0.00%
27 PHYSICIANS FINANCIAL SERVICES, INC. 170 12,000 0.00%
28 Formidable Asset Management, LLC 180 12,000 0.00%
29 SYNOVUS FINANCIAL CORP 192 13,000 0.00%
30 Estabrook Capital Management 200 13,868 0.00%
31 Cornerstone Advisors, Inc. 207 14,000 0.00%
32 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 200 14,000 0.00%
33 ACROSPIRE INVESTMENT MANAGEMENT LLC 203 14,000 0.00%
34 Chicago Partners Investment Group LLC 215 15,000 0.00%
35 DUNCKER STREETT & CO INC 230 16,000 0.00%
36 EDMOND DE ROTHSCHILD HOLDING S.A. 250 17,000 0.00%
37 EDMOND DE ROTHSCHILD (SUISSE) S.A. 250 17,000 0.00%
38 CAPITAL GUARDIAN TRUST CO 300 21,000 0.00%
39 ANCHOR INVESTMENT MANAGEMENT, LLC 325 22,536 0.00%
40 Plante Moran Financial Advisors, LLC 333 23,000 0.00%
41 SMITH ASSET MANAGEMENT GROUP LP 330 23,000 0.00%
42 SUTTON WEALTH ADVISORS INC. 368 25,517 0.00%
43 HOWE & RUSLING INC 388 27,000 0.00%
44 VIRTUS CAPITAL ADVISERS, LLC 424 29,000 0.00%
45 DELTA ASSET MANAGEMENT LLC/TN 420 29,000 0.00%
46 Bartlett & Co. LLC 447 31,000 0.00%
47 MV CAPITAL MANAGEMENT, INC. 460 32,000 0.00%
48 Tradewinds Capital Management, LLC 469 33,000 0.00% PRN
49 WealthTrust-Arizona, LLC 500 35,000 0.00%
50 UBS Group AG 500 35,000 0.00% Put
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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.