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

Institutional Holders (2015Q3)
Portfolio Summary: 22 Institutional holders with a total value of $469,808,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Epoch Investment Partners, Inc. 4,608,041 312,056,000 66.42%
2 CITY NATIONAL BANK 1,094,568 74,124,000 15.78%
3 ANCHOR CAPITAL ADVISORS LLC 862,313 58,396,000 12.43%
4 Azimuth Capital Management LLC 43,510 2,946,000 0.63%
5 World Asset Management Inc 41,767 2,828,000 0.60%
6 CATAWBA CAPITAL MANAGEMENT /VA 39,575 2,680,000 0.57%
7 Bollard Group LLC 35,585 2,410,000 0.51%
8 Palouse Capital Management, Inc. 30,835 2,088,000 0.44%
9 AMERICAN NATIONAL INSURANCE CO 29,350 1,988,000 0.42%
10 CYPRESS ASSET MANAGEMENT INC/TX 27,655 1,873,000 0.40%
11 Veritable, L.P. 24,975 1,691,000 0.36%
12 SCHNIEDERS CAPITAL MANAGEMENT LLC 23,150 1,568,000 0.33%
13 Aris Wealth Services, Inc. 17,766 1,203,000 0.26%
14 AUGUSTINE ASSET MANAGEMENT INC 12,695 859,000 0.18%
15 Reynders McVeigh Capital Management, LLC 8,903 603,000 0.13%
16 TERRA NOVA ASSET MANAGEMENT LLC 7,728 523,000 0.11%
17 American National Registered Investment Advisor, Inc. 7,075 479,000 0.10%
18 Colonial Trust Advisors 6,050 410,000 0.09%
19 Dunvegan Associates, Inc. 5,124 347,000 0.07%
20 DF DENT & CO INC 4,672 316,000 0.07%
21 Main Street Research LLC 3,300 214,000 0.05%
22 GAMBLE JONES INVESTMENT COUNSEL 3,040 206,000 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.