Filed: 2/14/2025ACC: 0001813784-25-000001
📋 What this filing means
H/2 CREDIT MANAGER LP filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $391.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$391.4K
Total AUM (reported)
47.03M
Total Shares
Allocation by class
COM$357.0K91.2%
COM SH BEN INT$34.3K8.8%
CUM CONV PFD A$49.000.0%
Portfolio Concentration
Top 3$196.9K50.3%
4–10$183.6K46.9%
11–25$10.9K2.8%
Top 3 weight
50.3%
Top 10 weight
97.2%
Voting Authority Distribution
Total shares with voting rights: 47.03M
Sole
Full voting authority
47.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other13
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
VERIS RESIDENTIAL INC
DFNDShares4.30M
TypeSH
Market value$71.5K
18.26%
Sole
4.30M
Shared
0.00
None
0.00
RLJ LODGING TR
DFNDShares6.30M
TypeSH
Market value$64.4K
16.45%
Sole
6.30M
Shared
0.00
None
0.00
SUMMIT HOTEL PROPERTIES INC
DFNDShares8.91M
TypeSH
Market value$61.0K
15.59%
Sole
8.91M
Shared
0.00
None
0.00
PARK HOTELS & RESORTS INC
DFNDShares3.43M
TypeSH
Market value$48.2K
12.33%
Sole
3.43M
Shared
0.00
None
0.00
DIVERSIFIED HEALTHCARE TR
DFNDShares14.92M
TypeSH
Market value$34.3K
8.77%
Sole
14.92M
Shared
0.00
None
0.00
DIAMONDROCK HOSPITALITY CO
DFNDShares3.74M
TypeSH
Market value$33.8K
8.63%
Sole
3.74M
Shared
0.00
None
0.00
SUNSTONE HOTEL INVS INC NEW
DFNDShares2.79M
TypeSH
Market value$33.0K
8.43%
Sole
2.79M
Shared
0.00
None
0.00
SABRA HEALTH CARE REIT INC
DFNDShares900K
TypeSH
Market value$15.6K
3.98%
Sole
900K
Shared
0.00
None
0.00
HOST HOTELS & RESORTS INC
DFNDShares586.03K
TypeSH
Market value$10.3K
2.62%
Sole
586.03K
Shared
0.00
None
0.00
KIMCO RLTY CORP
DFNDShares357.50K
TypeSH
Market value$8.4K
2.14%
Sole
357.50K
Shared
0.00
None
0.00
BRIXMOR PPTY GROUP INC
DFNDShares200K
TypeSH
Market value$5.6K
1.42%
Sole
200K
Shared
0.00
None
0.00
CHATHAM LODGING TR
DFNDShares595K
TypeSH
Market value$5.3K
1.36%
Sole
595K
Shared
0.00
None
0.00
RLJ LODGING TR
DFNDShares2K
TypeSH
Market value$49.00
0.01%
Sole
2K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERIS RESIDENTIAL INCDFND | COM | 4.30M | SH | $71.5K 18.26% | 4.30M | 0.00 | 0.00 |
RLJ LODGING TRDFND | COM | 6.30M | SH | $64.4K 16.45% | 6.30M | 0.00 | 0.00 |
SUMMIT HOTEL PROPERTIES INCDFND | COM | 8.91M | SH | $61.0K 15.59% | 8.91M | 0.00 | 0.00 |
PARK HOTELS & RESORTS INCDFND | COM | 3.43M | SH | $48.2K 12.33% | 3.43M | 0.00 | 0.00 |
DIVERSIFIED HEALTHCARE TRDFND | COM SH BEN INT | 14.92M | SH | $34.3K 8.77% | 14.92M | 0.00 | 0.00 |
DIAMONDROCK HOSPITALITY CODFND | COM | 3.74M | SH | $33.8K 8.63% | 3.74M | 0.00 | 0.00 |
SUNSTONE HOTEL INVS INC NEWDFND | COM | 2.79M | SH | $33.0K 8.43% | 2.79M | 0.00 | 0.00 |
SABRA HEALTH CARE REIT INCDFND | COM | 900K | SH | $15.6K 3.98% | 900K | 0.00 | 0.00 |
HOST HOTELS & RESORTS INCDFND | COM | 586.03K | SH | $10.3K 2.62% | 586.03K | 0.00 | 0.00 |
KIMCO RLTY CORPDFND | COM | 357.50K | SH | $8.4K 2.14% | 357.50K | 0.00 | 0.00 |
BRIXMOR PPTY GROUP INCDFND | COM | 200K | SH | $5.6K 1.42% | 200K | 0.00 | 0.00 |
CHATHAM LODGING TRDFND | COM | 595K | SH | $5.3K 1.36% | 595K | 0.00 | 0.00 |
RLJ LODGING TRDFND | CUM CONV PFD A | 2K | SH | $49.00 0.01% | 2K | 0.00 | 0.00 |