Deseret Mutual Benefit Administrators

Position in WELL — Welltower Inc.

CIK 1789351 SALT LAKE CITY, UT

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$138,678

-$509 QoQ

Shares Held

611

-13.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,331

of 1,581 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Deseret Mutual Benefit Administrators holds $263,551 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	611	$138,678
2	VTR	Ventas, Inc.	844	$74,947
3	DOC	Healthpeak Properties, Inc.	2,333	$49,926

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$138,678	611	-13.2%	Shares	Sole	2026-08-14
2026-03-31	$139,187	704	+78.7%	Shares	Sole	2026-05-08
2025-12-31	$73,130	394	-8.2%	Shares	Sole	2026-02-11
2025-09-30	$76,422	429	-8.7%	Shares	Sole	2025-10-31
2025-06-30	$72,253	470	0.0%	Shares	Sole	2025-08-04
2025-03-31	$72,008	470	-7.3%	Shares	Sole	2025-04-25
2024-12-31	$63,897	507	-10.4%	Shares	Sole	2025-02-03
2024-09-30	$72,464	566	0.0%	Shares	Sole	2024-10-31
2024-06-30	$59,005	566	0.0%	Shares	Sole	2024-08-02
2024-03-31	$52,887	566	0.0%	Shares	Sole	2024-05-09
2023-12-31	$51,036	566	-31.1%	Shares	Sole	2024-02-13
2023-09-30	$67,338	822	-4.8%	Shares	Sole	2023-11-09
2023-06-30	$69,808	863	0.0%	Shares	Sole	2023-08-07
2023-03-31	$61,868	863	0.0%	Shares	Sole	2023-05-09
2022-12-31	$56,569	863	-45.2%	Shares	Sole	2023-02-13
2022-09-30	$101,368	1,576	-21.2%	Shares	Sole	2022-11-03
2022-06-30	$164,617	1,999	0.0%	Shares	Sole	2022-08-05
2022-03-31	$192,183	1,999	-14.2%	Shares	Sole	2022-05-11
2021-12-31	$199,929	2,331	0.0%	Shares	Sole	2022-02-09
2021-09-30	$192,074	2,331	-23.4%	Shares	Sole	2021-11-04
2021-06-30	$252,956	3,044	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.