SEC 13F Intelligence

Managers / Q4 2019 · view latest →

EII CAPITAL MANAGEMENT, INC.

CIK 0000911088 · 135 EAST 57TH STREET, 8TH FLOOR, NEW YORK, NY, 10022 · 212-735-9500

Reported Value
$358M
Q4 2019
Positions
209
Filings on Record
12
2019–present window
Filed
Feb 13, 2020
original filing

Summary

Eii Capital Management, Inc. reported $358M in U.S.-listed holdings across 209 positions for Q4 2019.

The portfolio is heavily concentrated: Rexford Indl Rlty Inc Red Pfd 5 875 alone accounts for 44.7% of reported value.

Compared with Q3 2019, the fund opened 10 new positions and exited 10.

Portfolio Metrics

Turnover
+3.8%
vs prior filed quarter
Top-10 Concentration
+57.4%
share of reported value
Largest Position
+44.7%
Rexford Indl Rlty Inc Red Pfd 5 875
New / Exited
10 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $182MQ1 ’19Q2 ’19: $187MQ3 ’19: $366MQ3 ’19Q4 ’19: $358MQ1 ’20: $151MQ1 ’20Q2 ’20: $153MQ3 ’20: $157MQ3 ’20Q4 ’20: $177MQ1 ’21: $192MQ1 ’21Q2 ’21: $213MQ3 ’21: $211MQ3 ’21filingsflow.com

Portfolio Composition

By security type
PUBLIC: 56.6%REIT: 39.8%Common Stock: 1.9%Other: 1.7%ETP: 0.1%Other: 0.0%
  • PUBLIC · 56.6% · $203M
  • REIT · 39.8% · $143M
  • Common Stock · 1.9% · $7M
  • Other · 1.7% · $6M
  • ETP · 0.1% · $290,000
  • Other · 0.0% · $14,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DOCHEALTHPEAK PROPERTIES INC.NEW+64.6K64.6K+$2M$2M
PS BUSINESS PARKS INC DEPOSITARY SHS PFD ZNEW+40.7K40.7K+$1M$1M
DIGITAL REALTY TRUST INC CUM CONV RED PFD LNEW+25.0K25.0K+$645,000$645,000
IRMIRON MOUNTAIN INCNEW+13.0K13.0K+$414,000$414,000
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETFNEW+2.9K2.9K+$290,000$290,000
SITE CENTERS CORP. DEPOSITARY A SHS REPR 6.375NEW+10.8K10.8K+$283,000$283,000
DHCDIVERSIFIED HEALTHCARE TRUSTNEW+17.6K17.6K+$148,000$148,000
PUBLIC STORAGE PFD BEN INT K 4.75NEW+5.3K5.3K+$136,000$136,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2019

208 positions (from 209 filing rows — )
#IssuerClass% PortfolioValueShares
1REXFORD INDL RLTY INC RED PFD SER B 5.875Preferred44.70%$160M21.0K
2PLDPROLOGIS INC COMhistory →Stock2.61%$9M104.9K
3SPGSIMON PPTY GROUP INC NEW COMhistory →Stock1.83%$7M44.1K
4EQREQUITY RESIDENTIAL SH BEN INhistory →Stock1.54%$6M68.1K
5WELLWELLTOWER INChistory →Stock1.53%$5M67.1K
6VTRVENTAS INChistory →Stock1.13%$4M70.1K
7DLRDIGITAL REALTY TRUST INChistory →Stock1.07%$4M31.9K
8AREALEXANDRIA REAL ESTATEhistory →Stock1.05%$4M23.4K
9AVBAVALONBAY CMNTYS INC COMhistory →Stock1.02%$4M17.5K
10MAAMID AMER APT COMMStock0.89%$3M24.2K
11PSAPUBLIC STORAGE COMStock0.89%$3M14.9K
12BXPBOSTON PROPERTIES INC COMStock0.88%$3M23.0K
13KRCKILROY RLTY CORPStock0.83%$3M35.5K
14OREALTY INCOME CORP COMStock0.79%$3M38.7K
15INVHINVITATION HOMES INCStock0.79%$3M94.3K
16TAUBMAN CTRS INC PFD-JPreferred0.76%$3M104.8K
17VICIVICI PROPERTIES INCStock0.73%$3M102.2K
18STORE CAP CORP COMStock0.71%$3M68.6K
19FRFIRST INDUSTRIAL RLTYStock0.71%$3M61.1K
20EXREXTRA SPACE STORAGE INCStock0.65%$2M22.2K
21NNNNATIONAL RETAIL PPTYS INC COMStock0.65%$2M43.2K
22FEDERAL REALTY INVT TRStock0.64%$2M17.9K
23GLPIGAMING & LEISURE PPTYS INC COMStock0.63%$2M52.1K
24ESSESSEX PPTY TR INC COMStock0.62%$2M7.4K
25DOCHEALTHPEAK PROPERTIES INC.Stock0.62%$2M64.6K
26SUISUN COMMUNITIESStock0.58%$2M13.8K
27LIFE STORAGE INC COMStock0.58%$2M19.1K
28ELSEQUITY LIFESTYLE PPTYS COMStock0.55%$2M27.9K
29SUMMIT HOTEL PPTYS PFD SER E 6.25Preferred0.55%$2M76.8K
30VORNADO RLTY TR 5.25 PFD SR MPreferred0.55%$2M76.5K
31DUKE REALTY CORPStock0.53%$2M55.2K
32AMERICAN CAMPUS COMMUNITIESStock0.53%$2M40.2K
33COLONY CAPITAL INC 7.15 CUM CONV RED PERP PFD REPreferred0.52%$2M77.0K
34WPCWP CAREY INCStock0.51%$2M22.9K
35MONMOUTH REAL ESTATE INVT CORP PFD SER CPreferred0.49%$2M70.0K
36SL GREEN RLTY CORP PFD SER IPreferred0.46%$2M64.8K
37MID AMER APT CMNTYS INC PFD SER I 8.5Preferred0.45%$2M24.4K
38HSTHOST HOTELS & RESORTS INC COMStock0.44%$2M85.6K
39CPTCAMDEN PPTY TR SH BEN INTStock0.44%$2M14.8K
40REGREGENCY CTRS CORP COMStock0.43%$2M24.4K
41HIWHIGHWOODS PPTYS INC COMStock0.43%$2M31.4K
42ARIAPOLLO COML REAL EST FIN INCStock0.43%$2M83.9K
43INVESTORS REAL ESTATE TRUST 6.625 CUM RED PERP PPreferred0.42%$2M57.4K
44AMHAMERICAN HOMES 4 RENT CL AStock0.41%$1M55.9K
45LIBERTY PPTY TRStock0.41%$1M24.3K
46AMERICAN HOMES 4 RENT RED PFD SER DPreferred0.40%$1M55.3K
47SL GREEN RLTY CORP COMStock0.40%$1M15.7K
48EPR PROPERTIES PFD SER G 5.75Preferred0.40%$1M55.4K
49VNOVORNADO RLTY TRStock0.39%$1M21.1K
50PENNSYLVANIA RL ESTATE INVT TR RED PFD SER CPreferred0.39%$1M74.5K
51VEREIT INCStock0.38%$1M148.7K
52VEREIT INC PFD SER FPreferred0.38%$1M53.8K
53URSTADT BIDDLE PPTYS INC REDEEMABLE PFD SER KPreferred0.36%$1M50.5K
54STAGSTAG INDL INC COMStock0.36%$1M40.6K
55ORNPFRETAIL PPTYS AMER INC CL AStock0.36%$1M95.5K
56KIMKIMCO RLTY CORP COMStock0.35%$1M60.9K
57TAUBMAN CTRS INC PFD SER KPreferred0.35%$1M48.5K
58APARTMENT INVT AND MGMT COStock0.34%$1M23.4K
59SPIRIT REALTY CAPITAL INCStock0.34%$1M24.6K
60HUDSON PACIFIC PROPERTIESStock0.31%$1M29.9K
61DIGITAL RLTY TR INC CUM REDMBL PFD JPreferred0.31%$1M43.5K
62UDRUDR INC COMStock0.31%$1M24.0K
63BROOKFIELD PROPERTIES REIT INC 6.375 PFD APreferred0.31%$1M43.6K
64COLDAMERICOLD REALTY TRUSTStock0.29%$1M30.0K
65REXFORD INDL RLTY INC RED PFD SER APreferred0.29%$1M39.8K
66PS BUSINESS PARKS INC DEPOSITARY SHS PFD ZPreferred0.28%$1M40.7K
67MPTMEDICAL PPTYS TR INC COMStock0.28%$997,00047.2K
68RPT REALTY PFD DPreferred0.28%$994,00016.6K
69HERSHA HOSPITALITY TR RED PFD SER DPreferred0.28%$994,00039.9K
70DEIDOUGLAS EMMETT INCStock0.27%$975,00022.2K
71PUBLIC STORAGE 5.6 PFD HPreferred0.27%$969,00035.0K
72HEALTHCARE TRUST OF AME-CL AStock0.27%$952,00031.4K
73DRHDIAMONDROCK HOSPITALITY COStock0.27%$951,00085.8K
74SPIRIT REALTY CAPITAL PFD A 6Preferred0.26%$947,00036.4K
75BDNBRANDYWINE RLTY TRStock0.26%$931,00059.1K
76AMERICAN HOMES 4 RENT CUM RED PFD SHSPreferred0.25%$908,00034.7K
77CYRUSONE INCStock0.25%$904,00013.8K
78UMH PROPERTIES INC PFD CPreferred0.24%$876,00033.5K
79HASIHANNON ARMSTRONG SUST INFR CAP COMStock0.24%$869,00027.0K
80CUZCOUSINS PPTYS INC COMStock0.24%$868,00021.1K
81PEBPEBBLEBROOK HOTEL TRUSTStock0.24%$863,00032.2K
82HERSHA HOSPITALITY TR PFD C 6.875Preferred0.24%$856,00034.2K
83PHYSICIANS REALTY TRUSTStock0.24%$843,00044.5K
84PEBBLEBROOK HOTEL TRUST 6.3 CUM RED PFD REGISTERPreferred0.23%$831,00032.3K
85INNSUMMIT HOTEL PPTYS INC COMStock0.22%$804,00065.1K
86SAUL CENTERS INC DEPOSIT SHS REPR 1/100TH 6.125Preferred0.21%$768,00029.0K
87PS BUSINESS PKS INC CALIF 5.25 PFD XPreferred0.21%$757,00029.0K
88EGPEASTGROUP PPTY INC COMStock0.21%$750,0005.7K
89BRXBRIXMOR PROPERTY GROUPStock0.21%$748,00034.6K
90MACMACERICH CO COMStock0.21%$747,00027.8K
91REXRREXFORD INDL RLTY INC COMStock0.20%$733,00016.1K
92EPREPR PROPERTIESStock0.20%$730,00010.3K
93OHIOMEGA HEALTHCARE INVSStock0.20%$726,00017.2K
94FEDERAL REALTY INVT TR PFD C 5Preferred0.20%$721,00028.0K
95AMTAMERICAN TOWER CORPStock0.20%$714,0003.1K
96HRUSDHEALTHCARE RLTY TR COMStock0.19%$678,00020.3K
97DIGITAL REALTY TRUST INC CUM CONV RED PFD LPreferred0.18%$645,00025.0K
98NATIONAL STORAGE AFFILIATES TRUST 6 CUM CONV PERPreferred0.17%$612,00023.0K
99WRIWEINGARTEN RLTY INVS SH BEN INTStock0.17%$610,00019.5K
100CUBECUBESMART COMStock0.17%$610,00019.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2021Under review16Jan 21, 202213F-HRchanges · EDGAR ↗
Q3 2021$211M187Oct 18, 202113F-HRchanges · EDGAR ↗
Q2 2021$213M188Jul 23, 202113F-HRchanges · EDGAR ↗
Q1 2021$192M181Apr 29, 202113F-HRchanges · EDGAR ↗
Q4 2020$177M183Feb 3, 202113F-HRchanges · EDGAR ↗
Q3 2020$157M171Oct 22, 202013F-HRchanges · EDGAR ↗
Q2 2020$153M187Jul 22, 202013F-HRchanges · EDGAR ↗
Q1 2020$151M210May 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$358M209Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$366M209Oct 29, 201913F-HRchanges · EDGAR ↗
Q2 2019$187M181Jul 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$182M180May 15, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.