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

Institutional Holders (2016Q4)
Portfolio Summary: 24 Institutional holders with a total value of $361,158,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Epoch Investment Partners, Inc. 4,867,522 325,784,000 90.21%
2 BUCKHEAD CAPITAL MANAGEMENT LLC 63,631 4,259,000 1.18%
3 Palouse Capital Management, Inc. 57,927 3,877,000 1.07%
4 Azimuth Capital Management LLC 48,624 3,254,000 0.90%
5 CATAWBA CAPITAL MANAGEMENT /VA 46,439 3,108,000 0.86%
6 Ancora Advisors LLC 44,266 2,963,000 0.82%
7 World Asset Management Inc 38,594 2,583,000 0.72%
8 Bollard Group LLC 37,104 2,483,000 0.69%
9 AMERICAN NATIONAL INSURANCE CO 29,180 1,953,000 0.54%
10 Veritable, L.P. 28,568 1,912,000 0.53%
11 CIBC WORLD MARKETS CORP 24,869 1,664,000 0.46%
12 BOSTON FAMILY OFFICE LLC 19,000 1,272,000 0.35%
13 W.G. Shaheen & Associates DBA Whitney & Co 17,250 1,155,000 0.32%
14 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 16,989 1,137,000 0.31%
15 Reynders McVeigh Capital Management, LLC 10,175 681,000 0.19%
16 WINDWARD CAPITAL MANAGEMENT CO /CA 7,997 535,000 0.15%
17 FORTE CAPITAL LLC /ADV 7,270 486,000 0.13%
18 American National Registered Investment Advisor, Inc. 7,075 474,000 0.13%
19 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,218 416,000 0.12%
20 DF DENT & CO INC 5,246 351,000 0.10%
21 Colonial Trust Advisors 5,025 336,000 0.09%
22 J.P. Morgan Private Wealth Advisors LLC 4,035 270,000 0.07%
23 SHELTON CAPITAL MANAGEMENT 3,024 202,000 0.06%
24 JAMES INVESTMENT RESEARCH, INC. 47 3,000 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.