Dark
Light
System
Security
WELLTOWER INC COM
WELLTOWER INC COM. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 24 Institutional holders with a total value of $402,627,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Epoch Investment Partners, Inc. 4,939,853 369,352,000 91.74%
2 UNITED CAPITAL FINANCIAL ADVISORS, LLC 55,957 4,184,000 1.04%
3 CATAWBA CAPITAL MANAGEMENT /VA 47,754 3,571,000 0.89%
4 Azimuth Capital Management LLC 47,460 3,549,000 0.88%
5 World Asset Management Inc 44,345 3,316,000 0.82%
6 Bollard Group LLC 36,618 2,738,000 0.68%
7 Veritable, L.P. 31,923 2,387,000 0.59%
8 CYPRESS ASSET MANAGEMENT INC/TX 29,430 2,200,000 0.55%
9 AMERICAN NATIONAL INSURANCE CO 29,180 2,182,000 0.54%
10 BUCKHEAD CAPITAL MANAGEMENT LLC 27,238 2,037,000 0.51%
11 W.G. Shaheen & Associates DBA Whitney & Co 17,450 1,305,000 0.32%
12 BOSTON FAMILY OFFICE LLC 15,500 1,159,000 0.29%
13 Reynders McVeigh Capital Management, LLC 8,976 671,000 0.17%
14 TERRA NOVA ASSET MANAGEMENT LLC 7,585 567,000 0.14%
15 American National Registered Investment Advisor, Inc. 7,075 529,000 0.13%
16 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,825 510,000 0.13%
17 FORTE CAPITAL LLC /ADV 6,700 501,000 0.12%
18 WINDWARD CAPITAL MANAGEMENT CO /CA 6,131 458,000 0.11%
19 DF DENT & CO INC 5,046 377,000 0.09%
20 Colonial Trust Advisors 5,025 376,000 0.09%
21 Main Street Research LLC 3,150 236,000 0.06%
22 GAMBLE JONES INVESTMENT COUNSEL 2,891 216,000 0.05%
23 SHELTON CAPITAL MANAGEMENT 3,024 202,000 0.05%
24 JAMES INVESTMENT RESEARCH, INC. 47 4,000 0.00%

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.