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

Institutional Holders (2017Q2)
Portfolio Summary: 721 Institutional holders with a total value of $23,695,136,558.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WESTSIDE INVESTMENT MANAGEMENT, INC. 15 1,087 0.00%
2 Ironwood Financial, llc 33 2,000 0.00%
3 THOMPSON SIEGEL & WALMSLEY LLC 31 2,000 0.00%
4 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 30 2,000 0.00%
5 IHT WEALTH MANAGEMENT, LLC 148 2,000 0.00%
6 Glassman Wealth Services 33 2,000 0.00%
7 AVIANCE CAPITAL MANAGEMENT, LLC 37 3,000 0.00%
8 OMNIA FAMILY WEALTH, LLC 40 3,000 0.00%
9 CUTLER GROUP LLC / CA 6,400 3,000 0.00% Put
10 SPOT TRADING LLC /BD 39 3,000 0.00%
11 Transamerica Financial Advisors, LLC 45 4,000 0.00%
12 FIRST COMMAND BANK 57 4,000 0.00%
13 MACROVIEW INVESTMENT MANAGEMENT LLC 52 4,000 0.00%
14 FIRST COMMAND FINANCIAL SERVICES, INC. 57 4,000 0.00%
15 Financial Management Professionals, Inc. 64 4,000 0.00%
16 NEW CAPITAL MANAGEMENT LP 50 4,000 0.00%
17 SIT INVESTMENT ASSOCIATES INC 49 4,000 0.00%
18 Cable Hill Partners, LLC 57 4,000 0.00%
19 FIRST MANHATTAN CO. LLC. 91 6,000 0.00%
20 SALEM INVESTMENT COUNSELORS INC 75 6,000 0.00%
21 CITY HOLDING CO 75 6,000 0.00%
22 Tower Research Capital LLC (TRC) 83 6,000 0.00%
23 ENTERPRISE FINANCIAL SERVICES CORP 97 7,000 0.00%
24 MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 7,000 0.00%
25 PEOPLES FINANCIAL SERVICES CORP. 111 8,000 0.00%
26 SOLARIS ASSET MANAGEMENT LLC 105 8,000 0.00%
27 JFS WEALTH ADVISORS, LLC 125 9,000 0.00%
28 M&R CAPITAL MANAGEMENT INC 135 9,000 0.00%
29 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 134 10,000 0.00%
30 Winch Advisory Services, LLC 134 10,000 0.00%
31 V WEALTH MANAGEMENT,LLC 129 11,000 0.00%
32 PROFICIO CAPITAL PARTNERS LLC 188 14,000 0.00%
33 ANCHOR INVESTMENT MANAGEMENT, LLC 200 14,970 0.00%
34 Estabrook Capital Management 200 14,970 0.00%
35 Burt Wealth Advisors 207 15,000 0.00%
36 JACOBI CAPITAL MANAGEMENT LLC 200 15,000 0.00%
37 WEBSTER BANK, N. A. 200 15,000 0.00%
38 Parallax Volatility Advisers, L.P. 200 15,000 0.00% Put
39 Chicago Partners Investment Group LLC 215 16,000 0.00%
40 Cornerstone Advisors, Inc. 228 17,000 0.00%
41 LEGACY ADVISORS, LLC 230 17,000 0.00%
42 Tortoise Investment Management, LLC 243 18,000 0.00%
43 BROWN BROTHERS HARRIMAN & CO 236 18,000 0.00%
44 SEVENBRIDGE FINANCIAL GROUP, LLC 250 19,000 0.00%
45 Baystate Wealth Management LLC 270 20,000 0.00%
46 Portfolio Solutions, LLC 265 20,000 0.00%
47 Tarbox Family Office, Inc. 282 21,000 0.00%
48 First Personal Financial Services 290 22,000 0.00% PRN
49 DELTA ASSET MANAGEMENT LLC/TN 292 22,000 0.00%
50 Sageworth Trust Co 300 22,000 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.