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

Institutional Holders (2016Q2)
Portfolio Summary: 673 Institutional holders with a total value of $23,919,613,641.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Tower Research Capital LLC (TRC) 3 0 0.00%
2 Edge Wealth Management LLC 5 0 0.00% SH
3 PIEDMONT INVESTMENT ADVISORS INC 2 152 0.00%
4 D. SCOTT NEAL, INC. 14 1,000 0.00%
5 WELLS FARGO & COMPANY/MN 300 1,000 0.00% Put
6 SEVENBRIDGE FINANCIAL GROUP, LLC 17 1,000 0.00%
7 PINKERTON WEALTH, LLC 22 2,000 0.00%
8 Tarbox Family Office, Inc. 22 2,000 0.00%
9 Vigilant Capital Management, LLC 37 3,000 0.00%
10 HERNDON CAPITAL MANAGEMENT LLC 33 3,000 0.00%
11 Ironwood Financial, llc 33 3,000 0.00%
12 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 58 4,000 0.00%
13 Financial Management Professionals, Inc. 64 4,000 0.00%
14 People's United Financial, Inc. 50 4,000 0.00%
15 PROFICIO CAPITAL PARTNERS LLC 60 5,000 0.00%
16 REGAL WEALTH GROUP, INC. 60 5,000 0.00%
17 ALPHA WINDWARD LLC 75 6,000 0.00%
18 LOOMIS SAYLES & CO L P 73 6,000 0.00%
19 SIGNATUREFD, LLC 77 6,000 0.00%
20 QUADRANT CAPITAL GROUP LLC 149 7,000 0.00%
21 MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 8,000 0.00%
22 Plante Moran Financial Advisors, LLC 100 8,000 0.00%
23 TRUST CO OF VERMONT 100 8,000 0.00%
24 INTEGRATED INVESTMENT CONSULTANTS, LLC 100 8,000 0.00%
25 LBA Wealth Management, LLC 100 8,000 0.00%
26 ACROSPIRE INVESTMENT MANAGEMENT LLC 100 8,000 0.00%
27 Oakworth Capital, Inc. 133 9,000 0.00%
28 Commonwealth Financial Services, LLC 121 9,000 0.00%
29 JFS WEALTH ADVISORS, LLC 125 10,000 0.00%
30 MACROVIEW INVESTMENT MANAGEMENT LLC 136 10,000 0.00%
31 M&R CAPITAL MANAGEMENT INC 135 10,000 0.00%
32 First Personal Financial Services 131 10,000 0.00% PRN
33 WEALTHPLAN PARTNERS, LLC 268 10,184 0.00%
34 ENTERPRISE FINANCIAL SERVICES CORP 147 11,000 0.00%
35 INVICTUS RG 145 11,000 0.00%
36 Exchange Capital Management, Inc. 150 11,000 0.00%
37 Joel Isaacson & Co., LLC 153 12,000 0.00%
38 CRIBSTONE CAPITAL MANAGEMENT, LLC 155 12,000 0.00%
39 FIRST MANHATTAN CO. LLC. 186 14,000 0.00%
40 JACOBI CAPITAL MANAGEMENT LLC 200 15,000 0.00%
41 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 200 15,000 0.00%
42 SYNOVUS FINANCIAL CORP 193 15,000 0.00%
43 Estabrook Capital Management 200 15,234 0.00%
44 Chicago Partners Investment Group LLC 215 16,000 0.00%
45 Cornerstone Advisors, Inc. 207 16,000 0.00%
46 Iowa State Bank 231 18,000 0.00%
47 Avior Wealth Management, LLC 300 23,000 0.00%
48 SMITH ASSET MANAGEMENT GROUP LP 300 23,000 0.00%
49 CAPITAL GUARDIAN TRUST CO 300 23,000 0.00%
50 ANCHOR INVESTMENT MANAGEMENT, LLC 325 24,755 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.