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Welltower Inc PFD
Welltower Inc PFD. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 7 Institutional holders with a total value of $2,302,360.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SPIRIT OF AMERICA MANAGEMENT CORP/NY 28,880 756,000 32.84%
2 EII CAPITAL MANAGEMENT, INC. 28,200 735,000 31.92%
3 PARAMETRIC PORTFOLIO ASSOCIATES LLC 14,188 371,000 16.11%
4 MassMutual Private Wealth & Trust, FSB 8,000 209,360 9.09%
5 ROOSEVELT INVESTMENT GROUP LLC 8,000 209,000 9.08%
6 PNC FINANCIAL SERVICES GROUP, INC. 800 21,000 0.91%
7 MYCIO WEALTH PARTNERS, LLC 36 1,000 0.04%

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.