Filed: 5/15/2025ACC: 0001813784-25-000005
📋 What this filing means
H/2 CREDIT MANAGER LP filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $376.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$376.5K
Total AUM (reported)
49.45M
Total Shares
Allocation by class
COM$334.5K88.9%
COM SH BEN INT$35.8K9.5%
6.3 CUM PFD SR F$4.3K1.1%
6.375 PFD SER E$1.8K0.5%
CUM CONV PFD A$49.000.0%
Portfolio Concentration
Top 3$170.7K45.3%
4–10$182.5K48.5%
11–25$23.3K6.2%
Top 3 weight
45.3%
Top 10 weight
93.8%
Voting Authority Distribution
Total shares with voting rights: 49.45M
Sole
Full voting authority
49.45M
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
Other16
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
VERIS RESIDENTIAL INC
DFNDShares4.30M
TypeSH
Market value$72.7K
19.31%
Sole
4.30M
Shared
0.00
None
0.00
RLJ LODGING TR
DFNDShares6.30M
TypeSH
Market value$49.7K
13.21%
Sole
6.30M
Shared
0.00
None
0.00
SUMMIT HOTEL PROPERTIES INC
DFNDShares8.91M
TypeSH
Market value$48.2K
12.80%
Sole
8.91M
Shared
0.00
None
0.00
PARK HOTELS & RESORTS INC
DFNDShares3.90M
TypeSH
Market value$41.7K
11.07%
Sole
3.90M
Shared
0.00
None
0.00
DIAMONDROCK HOSPITALITY CO
DFNDShares5.08M
TypeSH
Market value$39.2K
10.41%
Sole
5.08M
Shared
0.00
None
0.00
DIVERSIFIED HEALTHCARE TR
DFNDShares14.92M
TypeSH
Market value$35.8K
9.51%
Sole
14.92M
Shared
0.00
None
0.00
SUNSTONE HOTEL INVS INC NEW
DFNDShares2.99M
TypeSH
Market value$28.1K
7.47%
Sole
2.99M
Shared
0.00
None
0.00
SABRA HEALTH CARE REIT INC
DFNDShares900K
TypeSH
Market value$15.7K
4.18%
Sole
900K
Shared
0.00
None
0.00
ALEXANDERS INC
DFNDShares65.32K
TypeSH
Market value$13.7K
3.63%
Sole
65.32K
Shared
0.00
None
0.00
HOST HOTELS & RESORTS INC
DFNDShares586.03K
TypeSH
Market value$8.3K
2.21%
Sole
586.03K
Shared
0.00
None
0.00
KIMCO RLTY CORP
DFNDShares357.50K
TypeSH
Market value$7.6K
2.02%
Sole
357.50K
Shared
0.00
None
0.00
BRIXMOR PPTY GROUP INC
DFNDShares200K
TypeSH
Market value$5.3K
1.41%
Sole
200K
Shared
0.00
None
0.00
PEBBLEBROOK HOTEL TR
DFNDShares246.48K
TypeSH
Market value$4.3K
1.15%
Sole
246.48K
Shared
0.00
None
0.00
CHATHAM LODGING TR
DFNDShares595K
TypeSH
Market value$4.2K
1.13%
Sole
595K
Shared
0.00
None
0.00
PEBBLEBROOK HOTEL TR
DFNDShares104.02K
TypeSH
Market value$1.8K
0.47%
Sole
104.02K
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 | $72.7K 19.31% | 4.30M | 0.00 | 0.00 |
RLJ LODGING TRDFND | COM | 6.30M | SH | $49.7K 13.21% | 6.30M | 0.00 | 0.00 |
SUMMIT HOTEL PROPERTIES INCDFND | COM | 8.91M | SH | $48.2K 12.80% | 8.91M | 0.00 | 0.00 |
PARK HOTELS & RESORTS INCDFND | COM | 3.90M | SH | $41.7K 11.07% | 3.90M | 0.00 | 0.00 |
DIAMONDROCK HOSPITALITY CODFND | COM | 5.08M | SH | $39.2K 10.41% | 5.08M | 0.00 | 0.00 |
DIVERSIFIED HEALTHCARE TRDFND | COM SH BEN INT | 14.92M | SH | $35.8K 9.51% | 14.92M | 0.00 | 0.00 |
SUNSTONE HOTEL INVS INC NEWDFND | COM | 2.99M | SH | $28.1K 7.47% | 2.99M | 0.00 | 0.00 |
SABRA HEALTH CARE REIT INCDFND | COM | 900K | SH | $15.7K 4.18% | 900K | 0.00 | 0.00 |
ALEXANDERS INCDFND | COM | 65.32K | SH | $13.7K 3.63% | 65.32K | 0.00 | 0.00 |
HOST HOTELS & RESORTS INCDFND | COM | 586.03K | SH | $8.3K 2.21% | 586.03K | 0.00 | 0.00 |
KIMCO RLTY CORPDFND | COM | 357.50K | SH | $7.6K 2.02% | 357.50K | 0.00 | 0.00 |
BRIXMOR PPTY GROUP INCDFND | COM | 200K | SH | $5.3K 1.41% | 200K | 0.00 | 0.00 |
PEBBLEBROOK HOTEL TRDFND | 6.3 CUM PFD SR F | 246.48K | SH | $4.3K 1.15% | 246.48K | 0.00 | 0.00 |
CHATHAM LODGING TRDFND | COM | 595K | SH | $4.2K 1.13% | 595K | 0.00 | 0.00 |
PEBBLEBROOK HOTEL TRDFND | 6.375 PFD SER E | 104.02K | SH | $1.8K 0.47% | 104.02K | 0.00 | 0.00 |
RLJ LODGING TRDFND | CUM CONV PFD A | 2K | SH | $49.00 0.01% | 2K | 0.00 | 0.00 |