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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
651 ADVANTAGE INVESTMENT MANAGEMENT, LLC 522 39,000 0.00%
652 Highlander Capital Management, LLC 500 38,000 0.00%
653 North Star Investment Management Corp. 500 37,000 0.00%
654 Capital Advisors, Ltd. LLC 475 36,000 0.00%
655 JNBA Financial Advisors 480 36,000 0.00%
656 Bartlett & Co. LLC 463 35,000 0.00%
657 CUTLER GROUP LLC / CA 27,400 33,000 0.00% Call
658 Compagnie Lombard Odier SCmA 438 33,000 0.00%
659 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 428 32,000 0.00%
660 FERRIS CAPITAL, LLC 414 31,000 0.00%
661 VIRTUS CAPITAL ADVISERS, LLC 424 31,000 0.00%
662 MV CAPITAL MANAGEMENT, INC. 400 30,000 0.00%
663 Laurion Capital Management LP 400 30,000 0.00% Put
664 Clearbridge Investments, LLC 400 30,000 0.00%
665 QUADRANT CAPITAL GROUP LLC 437 29,000 0.00%
666 SUTTON WEALTH ADVISORS INC. 381 28,518 0.00%
667 WEST PACES ADVISORS INC. 377 28,218 0.00%
668 SRS CAPITAL ADVISORS, INC. 351 26,000 0.00% SH
669 SPIDERROCK ADVISORS, LLC 20,500 24,000 0.00% Put PRN
670 Hudock, Inc. 311 23,000 0.00%
671 DELTA ASSET MANAGEMENT LLC/TN 292 22,000 0.00%
672 CAPITAL BANK & TRUST CO 300 22,000 0.00%
673 First Personal Financial Services 290 22,000 0.00% PRN
674 Sageworth Trust Co 300 22,000 0.00%
675 Tarbox Family Office, Inc. 282 21,000 0.00%
676 Portfolio Solutions, LLC 265 20,000 0.00%
677 Baystate Wealth Management LLC 270 20,000 0.00%
678 SEVENBRIDGE FINANCIAL GROUP, LLC 250 19,000 0.00%
679 Tortoise Investment Management, LLC 243 18,000 0.00%
680 BROWN BROTHERS HARRIMAN & CO 236 18,000 0.00%
681 LEGACY ADVISORS, LLC 230 17,000 0.00%
682 Cornerstone Advisors, Inc. 228 17,000 0.00%
683 Chicago Partners Investment Group LLC 215 16,000 0.00%
684 Burt Wealth Advisors 207 15,000 0.00%
685 Parallax Volatility Advisers, L.P. 200 15,000 0.00% Put
686 JACOBI CAPITAL MANAGEMENT LLC 200 15,000 0.00%
687 WEBSTER BANK, N. A. 200 15,000 0.00%
688 ANCHOR INVESTMENT MANAGEMENT, LLC 200 14,970 0.00%
689 Estabrook Capital Management 200 14,970 0.00%
690 PROFICIO CAPITAL PARTNERS LLC 188 14,000 0.00%
691 V WEALTH MANAGEMENT,LLC 129 11,000 0.00%
692 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 134 10,000 0.00%
693 Winch Advisory Services, LLC 134 10,000 0.00%
694 M&R CAPITAL MANAGEMENT INC 135 9,000 0.00%
695 JFS WEALTH ADVISORS, LLC 125 9,000 0.00%
696 SOLARIS ASSET MANAGEMENT LLC 105 8,000 0.00%
697 PEOPLES FINANCIAL SERVICES CORP. 111 8,000 0.00%
698 ENTERPRISE FINANCIAL SERVICES CORP 97 7,000 0.00%
699 MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 7,000 0.00%
700 SALEM INVESTMENT COUNSELORS INC 75 6,000 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.