OneDigital Investment Advisors LLC

Position in WELL — Welltower Inc.

CIK 1690370 OVERLAND PARK, KS

Position in WELL

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

Position Value

$2,333,251

+$146,974 QoQ

Shares Held

10,280

-7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#569

of 1,580 holders

Holding Since

Mar 2020

26 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. WELL ranks #2 (40.1% of the industry book) .

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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,333,251	10,280	-7.0%	Shares	Sole	2026-08-07
2026-03-31	$2,186,277	11,058	+1.0%	Shares	Sole	2026-05-08
2025-12-31	$2,032,243	10,949	-1.4%	Shares	Sole	2026-02-13
2025-09-30	$1,978,957	11,109	-3.4%	Shares	Sole	2025-11-10
2025-06-30	$1,768,048	11,501	+2.9%	Shares	Sole	2025-08-07
2025-03-31	$1,712,581	11,178	-0.1%	Shares	Sole	2025-04-29
2024-12-31	$1,410,401	11,191	-5.9%	Shares	Sole	2025-02-13
2024-09-30	$1,522,404	11,891	+1.8%	Shares	Sole	2024-11-06
2024-06-30	$1,218,265	11,686	+7.5%	Shares	Sole	2024-08-02
2024-03-31	$1,015,319	10,866	+1.0%	Shares	Sole	2024-05-10
2023-12-31	$970,139	10,759	-0.8%	Shares	Sole	2024-02-13
2023-09-30	$888,422	10,845	-8.3%	Shares	Sole	2023-11-14
2023-06-30	$956,605	11,826	-0.7%	Shares	Sole	2023-08-07
2023-03-31	$853,469	11,905	+11.2%	Shares	Sole	2023-05-10
2022-12-31	$701,778	10,706	+15.8%	Shares	Sole	2023-02-02
2022-09-30	$594,574	9,244	+0.0%	Shares	Sole	2022-11-08
2022-06-30	$760,914	9,240	-0.0%	Shares	Sole	2022-08-08
2022-03-31	$888,429	9,241	+4.5%	Shares	Sole	2022-05-05
2021-12-31	$758,721	8,846	+3.5%	Shares	Sole	2022-02-23
2021-09-30	$704,272	8,547	+0.0%	Shares	Sole	2021-11-05
2021-06-30	$709,923	8,543	-0.2%	Shares	Sole	2021-08-09
2021-03-31	$613,081	8,559	-0.3%	Shares	Sole	2021-05-10
2020-12-31	$555,021	8,589	-6.4%	Shares	Sole	2021-02-08
2020-09-30	$505,781	9,181	-5.0%	Shares	Sole	2020-10-09
2020-06-30	$499,905	9,660	-2.1%	Shares	Sole	2020-08-14
2020-03-31	$451,619	9,865	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.