OneDigital Investment Advisors LLC

Position in VTR — Ventas, Inc.

CIK 1690370 OVERLAND PARK, KS

Position in VTR

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

Position Value

$445,598

+$34,654 QoQ

Shares Held

5,018

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#570

of 942 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $5,816,200 across 4 REIT - Healthcare Facilities names. VTR ranks #3 (7.7% 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. This page	5,018	$445,598
4	DOC	Healthpeak Properties, Inc.	15,376	$329,046

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,598	5,018	-0.1%	Shares	Sole	2026-08-07
2026-03-31	$410,944	5,025	+1.2%	Shares	Sole	2026-05-08
2025-12-31	$384,269	4,966	-0.3%	Shares	Sole	2026-02-13
2025-09-30	$348,550	4,980	-5.0%	Shares	Sole	2025-11-10
2025-06-30	$331,032	5,242	+2.5%	Shares	Sole	2025-08-07
2025-03-31	$351,776	5,116	+1.0%	Shares	Sole	2025-04-29
2024-12-31	$298,218	5,064	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$325,139	5,070	+6.2%	Shares	Sole	2024-11-06
2024-06-30	$244,612	4,772	+4.6%	Shares	Sole	2024-08-02
2023-12-31	$227,270	4,560	+3.8%	Shares	Sole	2024-02-13
2023-06-30	$207,751	4,395	+5.9%	Shares	Sole	2023-08-07
2022-06-30	$213,383	4,149	+7.6%	Shares	Sole	2022-08-08
2022-03-31	$238,146	3,856	+10.0%	Shares	Sole	2022-05-05
2021-06-30	$200,078	3,504	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.