OneDigital Investment Advisors LLC

Position in DOC — Healthpeak Properties, Inc.

CIK 1690370 OVERLAND PARK, KS

Position in DOC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$329,046

+$84,519 QoQ

Shares Held

15,376

+3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#465

of 750 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Real Estate · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $5,816,200 across 4 REIT - Healthcare Facilities names. DOC ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	51,933	$2,708,305
2	WELL	Welltower Inc.	10,280	$2,333,251
3	VTR	Ventas, Inc.	5,018	$445,598
4	DOC	Healthpeak Properties, Inc. This page	15,376	$329,046

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,046	15,376	+3.3%	Shares	Sole	2026-08-07
2026-03-31	$244,527	14,883	+17.0%	Shares	Sole	2026-05-08
2025-12-31	$204,489	12,717	-16.0%	Shares	Sole	2026-02-13
2025-09-30	$289,777	15,132	+16.0%	Shares	Sole	2025-11-10
2025-06-30	$228,330	13,040	-4.4%	Shares	Sole	2025-08-07
2025-03-31	$275,881	13,644	-33.7%	Shares	Sole	2025-04-29
2024-12-31	$417,440	20,594	+1.3%	Shares	Sole	2025-02-13
2024-09-30	$464,901	20,328	+26.9%	Shares	Sole	2024-11-06
2024-06-30	$313,854	16,013	+54.6%	Shares	Sole	2024-08-02
2024-03-31	$194,231	10,359	+37.2%	Shares	Sole	2024-05-10
2022-03-31	$259,157	7,549	+5.0%	Shares	Sole	2022-05-05
2021-12-31	$259,523	7,191	+1.3%	Shares	Sole	2022-02-23
2021-09-30	$237,708	7,100	-20.2%	Shares	Sole	2021-11-05
2021-06-30	$296,281	8,900	+23.6%	Shares	Sole	2021-08-09
2021-03-31	$228,528	7,200	+2.9%	Shares	Sole	2021-05-10
2020-12-31	$211,610	7,000	-7.1%	Shares	Sole	2021-02-08
2020-09-30	$204,683	7,539	-2.3%	Shares	Sole	2020-10-09
2020-06-30	$212,708	7,718	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.