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

Institutional Holders (2015Q4)
Portfolio Summary: 26 Institutional holders with a total value of $427,953,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Epoch Investment Partners, Inc. 5,000,611 340,191,000 79.49%
2 ANCHOR CAPITAL ADVISORS LLC 850,937 57,889,000 13.53%
3 World Asset Management Inc 46,547 3,166,000 0.74%
4 Azimuth Capital Management LLC 45,795 3,115,000 0.73%
5 CATAWBA CAPITAL MANAGEMENT /VA 41,204 2,803,000 0.65%
6 Bollard Group LLC 35,291 2,401,000 0.56%
7 Palouse Capital Management, Inc. 31,117 2,117,000 0.49%
8 Veritable, L.P. 31,108 2,116,000 0.49%
9 AMERICAN NATIONAL INSURANCE CO 29,350 1,997,000 0.47%
10 CYPRESS ASSET MANAGEMENT INC/TX 28,780 1,958,000 0.46%
11 STRATTON MANAGEMENT CO 28,200 1,918,000 0.45%
12 SCHNIEDERS CAPITAL MANAGEMENT LLC 24,735 1,683,000 0.39%
13 W.G. Shaheen & Associates DBA Whitney & Co 18,000 1,225,000 0.29%
14 AUGUSTINE ASSET MANAGEMENT INC 12,695 863,000 0.20%
15 Opus Capital Group, LLC 10,870 739,000 0.17%
16 Reynders McVeigh Capital Management, LLC 8,803 599,000 0.14%
17 American National Registered Investment Advisor, Inc. 7,075 481,000 0.11%
18 TERRA NOVA ASSET MANAGEMENT LLC 6,670 454,000 0.11%
19 Colonial Trust Advisors 5,950 405,000 0.09%
20 Dunvegan Associates, Inc. 4,971 338,000 0.08%
21 DF DENT & CO INC 4,826 328,000 0.08%
22 Semper Trust Co. 4,050 276,000 0.06%
23 BOSTON FAMILY OFFICE LLC 3,750 255,000 0.06%
24 Main Street Research LLC 3,300 224,000 0.05%
25 J.P. Morgan Private Wealth Advisors LLC 3,107 211,000 0.05%
26 GAMBLE JONES INVESTMENT COUNSEL 2,954 201,000 0.05%

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.