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

Institutional Holders (2017Q2)
Portfolio Summary: 25 Institutional holders with a total value of $434,076,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Epoch Investment Partners, Inc. 5,231,201 391,556,000 90.20%
2 BUCKHEAD CAPITAL MANAGEMENT LLC 63,042 4,719,000 1.09%
3 Palouse Capital Management, Inc. 58,225 4,358,000 1.00%
4 TRUIST FINANCIAL CORP 51,226 3,835,000 0.88%
5 Azimuth Capital Management LLC 51,074 3,823,000 0.88%
6 CATAWBA CAPITAL MANAGEMENT /VA 47,046 3,521,000 0.81%
7 Bollard Group LLC 43,236 3,236,000 0.75%
8 Ancora Advisors LLC 41,942 3,140,000 0.72%
9 World Asset Management Inc 37,976 2,843,000 0.65%
10 Veritable, L.P. 30,483 2,282,000 0.53%
11 AMERICAN NATIONAL INSURANCE CO 29,180 2,184,000 0.50%
12 BOSTON FAMILY OFFICE LLC 20,891 1,564,000 0.36%
13 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 19,491 1,459,000 0.34%
14 WINDWARD CAPITAL MANAGEMENT CO /CA 11,366 851,000 0.20%
15 Reynders McVeigh Capital Management, LLC 11,027 825,000 0.19%
16 FORTE CAPITAL LLC /ADV 8,225 616,000 0.14%
17 J.P. Morgan Private Wealth Advisors LLC 8,035 601,000 0.14%
18 American National Registered Investment Advisor, Inc. 7,075 530,000 0.12%
19 Curi Capital, LLC 6,641 497,000 0.11%
20 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,443 407,000 0.09%
21 DF DENT & CO INC 5,246 393,000 0.09%
22 Colonial Trust Advisors 5,025 376,000 0.09%
23 Main Street Research LLC 3,048 228,000 0.05%
24 SHELTON CAPITAL MANAGEMENT 2,992 224,000 0.05%
25 QCI ASSET MANAGEMENT INC/NY 110 8,000 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.