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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
201 ZWJ INVESTMENT COUNSEL INC 5,195 389,000 0.00%
202 Quotient Investors, LLC 5,200 389,000 0.00%
203 CHOREO, LLC 5,295 396,000 0.00%
204 Laird Norton Wetherby Wealth Management, LLC 5,367 401,000 0.00%
205 GENESEE VALLEY TRUST CO 5,355 401,000 0.00%
206 Blue Fin Capital, Inc. 5,390 403,000 0.00%
207 CLEAR PERSPECTIVE ADVISORS, LLC 5,430 406,000 0.00%
208 BlueCrest Capital Management Ltd 5,508 412,000 0.00%
209 EVENTIDE ASSET MANAGEMENT, LLC 5,500 412,000 0.00%
210 JT STRATFORD LLC 5,510 412,000 0.00%
211 First Heartland Consultants, Inc. 5,690 426,000 0.00%
212 Cutter & CO Brokerage, Inc. 5,777 432,000 0.00%
213 Parametrica Management Ltd 5,803 434,000 0.00%
214 Caprock Group, LLC 5,859 439,000 0.00%
215 MOODY NATIONAL BANK TRUST DIVISION 5,925 443,000 0.00%
216 FineMark National Bank & Trust 5,914 443,000 0.00%
217 Regal Investment Advisors LLC 5,961 446,000 0.00%
218 Brookstone Capital Management 5,994 449,000 0.00%
219 ADVISOR PARTNERS LLC 5,993 449,000 0.00%
220 Bernicke Wealth Management, Ltd. 6,102 457,000 0.00%
221 WOLVERINE ASSET MANAGEMENT LLC 6,219 465,000 0.00%
222 Dorsey & Whitney Trust CO LLC 6,232 467,000 0.00%
223 Parkside Financial Bank & Trust 6,273 470,000 0.00%
224 BEACON INVESTMENT ADVISORY SERVICES, INC. 6,310 472,000 0.00%
225 Edgestream Partners, L.P. 6,359 476,000 0.00%
226 GOLDMAN SACHS GROUP INC 6,400 479,000 0.00% Put
227 TRUIST FINANCIAL CORP 6,395 479,000 0.00%
228 Wellington Shields Capital Management, LLC 6,450 483,000 0.00%
229 ASSOCIATED BANC-CORP 6,489 485,000 0.00%
230 ROWLAND CARMICHAEL ADVISORS INC /ADV 6,556 491,000 0.00%
231 Brown Advisory Securities, LLC 6,629 493,000 0.00%
232 Global X Management CO LLC 6,794 509,000 0.00%
233 SUN LIFE FINANCIAL INC 6,882 515,000 0.00%
234 Livforsakringsbolaget Skandia, Omsesidigt 6,945 520,000 0.00%
235 CONTINUUM ADVISORY, LLC 6,943 520,000 0.00%
236 REGIONS FINANCIAL CORP 6,988 523,000 0.00%
237 PETTYJOHN, WOOD & WHITE, INC 7,145 535,000 0.00%
238 CHEMICAL BANK 7,243 542,000 0.00%
239 COCONUT GROVE BANK 7,274 544,000 0.00%
240 Rehmann Capital Advisory Group 7,270 544,000 0.00%
241 Walleye Trading LLC 7,300 544,000 0.00% Put
242 BRONFMAN E.L. ROTHSCHILD, L.P. 7,430 556,000 0.00%
243 BTR CAPITAL MANAGEMENT INC 7,545 565,000 0.00%
244 NATIONAL PLANNING CORP 7,469 566,000 0.00%
245 ROYAL FUND MANAGEMENT, LLC 7,576 567,000 0.00%
246 HL FINANCIAL SERVICES LLC 7,609 570,000 0.00%
247 SHEAFF BROCK INVESTMENT ADVISORS, LLC 7,664 574,000 0.00%
248 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,725 578,000 0.00%
249 CNO Financial Group, Inc. 7,747 580,000 0.00%
250 JOHNSON INVESTMENT COUNSEL INC 7,754 580,000 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.