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

Institutional Holders (2016Q1)
Portfolio Summary: 24 Institutional holders with a total value of $436,389,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Epoch Investment Partners, Inc. 4,996,593 346,464,000 79.39%
2 ANCHOR CAPITAL ADVISORS LLC 834,764 57,883,000 13.26%
3 Azimuth Capital Management LLC 46,920 3,253,000 0.75%
4 CATAWBA CAPITAL MANAGEMENT /VA 44,804 3,107,000 0.71%
5 World Asset Management Inc 42,980 2,980,000 0.68%
6 BUCKHEAD CAPITAL MANAGEMENT LLC 40,988 2,842,000 0.65%
7 Bollard Group LLC 35,801 2,482,000 0.57%
8 Palouse Capital Management, Inc. 30,641 2,125,000 0.49%
9 Veritable, L.P. 30,316 2,102,000 0.48%
10 AMERICAN NATIONAL INSURANCE CO 29,180 2,023,000 0.46%
11 CYPRESS ASSET MANAGEMENT INC/TX 28,930 2,006,000 0.46%
12 SCHNIEDERS CAPITAL MANAGEMENT LLC 25,895 1,796,000 0.41%
13 Filament LLC 24,392 1,691,000 0.39%
14 W.G. Shaheen & Associates DBA Whitney & Co 17,200 1,193,000 0.27%
15 BOSTON FAMILY OFFICE LLC 11,500 797,000 0.18%
16 Reynders McVeigh Capital Management, LLC 9,115 632,000 0.14%
17 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,759 607,000 0.14%
18 American National Registered Investment Advisor, Inc. 7,075 491,000 0.11%
19 TERRA NOVA ASSET MANAGEMENT LLC 6,670 462,000 0.11%
20 Colonial Trust Advisors 5,100 354,000 0.08%
21 DF DENT & CO INC 5,026 349,000 0.08%
22 J.P. Morgan Private Wealth Advisors LLC 3,948 274,000 0.06%
23 WINDWARD CAPITAL MANAGEMENT CO /CA 3,556 247,000 0.06%
24 Main Street Research LLC 3,300 229,000 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.