Deseret Mutual Benefit Administrators’s Welltower WELL Stock Holding History

Deseret Mutual Benefit Administrators’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$139K	Buy	704 +310	+79%	+$61.3K	0.05%	250
2025 Q4	$73.1K	Sell	394 -35	-8%	-$6.54K	0.03%	255
2025 Q3	$76.4K	Sell	429 -41	-9%	-$6.74K	0.03%	254
2025 Q2	$72.3K	Hold	470	–	–	0.03%	244
2025 Q1	$72K	Sell	470 -37	-7%	-$5.27K	0.04%	246
2024 Q4	$63.9K	Sell	507 -59	-10%	-$7.74K	0.03%	264
2024 Q3	$72.5K	Hold	566	–	–	0.04%	249
2024 Q2	$59K	Hold	566	–	–	0.03%	261
2024 Q1	$52.9K	Hold	566	–	–	0.03%	280
2023 Q4	$51K	Sell	566 -256	-31%	-$22.2K	0.03%	270
2023 Q3	$67.3K	Sell	822 -41	-5%	-$3.37K	0.03%	249
2023 Q2	$69.8K	Hold	863	–	–	0.03%	264
2023 Q1	$61.9K	Hold	863	–	–	0.02%	274
2022 Q4	$56.6K	Sell	863 -713	-45%	-$45.8K	0.02%	283
2022 Q3	$101K	Sell	1,576 -423	-21%	-$33.1K	0.03%	284
2022 Q2	$165K	Hold	1,999	–	–	0.04%	252
2022 Q1	$192K	Sell	1,999 -332	-14%	-$28.8K	0.04%	251
2021 Q4	$200K	Hold	2,331	–	–	0.03%	269
2021 Q3	$192K	Sell	2,331 -713	-23%	-$61.3K	0.04%	262
2021 Q2	$253K	Buy	+3,044	New	+$233K	0.06%	160

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deseret Mutual Benefit Administrators's WELL Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Welltower (WELL) stake by 79% in Q1 2026, buying an estimated $61.3K and bringing the position to 704 shares worth $139K. The position accounts for 0.05% of the portfolio, ranked #250.

Deseret Mutual Benefit Administrators first reported a position in WELL in Q2 2021 and has held it in 20 quarters since. The position peaked at $253K in Q2 2021. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Deseret Mutual Benefit Administrators held 704 shares of Welltower worth $139K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 310 Welltower shares in Q1 2026, an estimated $61.3K.
Welltower made up 0.05% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #250 holding.
Deseret Mutual Benefit Administrators first reported a position in Welltower in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Welltower position peaked at $253K in Q2 2021.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.