Filed: 8/14/2025ACC: 0001813784-25-000006
📋 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 $364.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$364.6K
Total AUM (reported)
49.84M
Total Shares
Allocation by class
COM$305.0K83.7%
COM SH BEN INT$53.4K14.6%
6.3 CUM PFD SR F$4.3K1.2%
6.375 PFD SER E$1.8K0.5%
CUM CONV PFD A$47.000.0%
Portfolio Concentration
Top 3$165.0K45.3%
4–10$183.8K50.4%
11–25$15.8K4.3%
Top 3 weight
45.3%
Top 10 weight
95.7%
Voting Authority Distribution
Total shares with voting rights: 49.84M
Sole
Full voting authority
49.84M
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$64.0K
17.55%
Sole
4.30M
Shared
0.00
None
0.00
DIVERSIFIED HEALTHCARE TR
DFNDShares14.92M
TypeSH
Market value$53.4K
14.65%
Sole
14.92M
Shared
0.00
None
0.00
SUMMIT HOTEL PROPERTIES INC
DFNDShares9.36M
TypeSH
Market value$47.6K
13.07%
Sole
9.36M
Shared
0.00
None
0.00
RLJ LODGING TR
DFNDShares6.30M
TypeSH
Market value$45.9K
12.59%
Sole
6.30M
Shared
0.00
None
0.00
PARK HOTELS & RESORTS INC
DFNDShares3.90M
TypeSH
Market value$39.9K
10.95%
Sole
3.90M
Shared
0.00
None
0.00
DIAMONDROCK HOSPITALITY CO
DFNDShares5.08M
TypeSH
Market value$38.9K
10.66%
Sole
5.08M
Shared
0.00
None
0.00
SUNSTONE HOTEL INVS INC NEW
DFNDShares2.99M
TypeSH
Market value$25.9K
7.11%
Sole
2.99M
Shared
0.00
None
0.00
SABRA HEALTH CARE REIT INC
DFNDShares900K
TypeSH
Market value$16.6K
4.55%
Sole
900K
Shared
0.00
None
0.00
HOST HOTELS & RESORTS INC
DFNDShares586.03K
TypeSH
Market value$9.0K
2.47%
Sole
586.03K
Shared
0.00
None
0.00
KIMCO RLTY CORP
DFNDShares357.50K
TypeSH
Market value$7.5K
2.06%
Sole
357.50K
Shared
0.00
None
0.00
BRIXMOR PPTY GROUP INC
DFNDShares200K
TypeSH
Market value$5.2K
1.43%
Sole
200K
Shared
0.00
None
0.00
PEBBLEBROOK HOTEL TR
DFNDShares246.48K
TypeSH
Market value$4.3K
1.19%
Sole
246.48K
Shared
0.00
None
0.00
CHATHAM LODGING TR
DFNDShares595K
TypeSH
Market value$4.1K
1.14%
Sole
595K
Shared
0.00
None
0.00
PEBBLEBROOK HOTEL TR
DFNDShares104.02K
TypeSH
Market value$1.8K
0.50%
Sole
104.02K
Shared
0.00
None
0.00
ALEXANDERS INC
DFNDShares1K
TypeSH
Market value$225.00
0.06%
Sole
1K
Shared
0.00
None
0.00
RLJ LODGING TR
DFNDShares2K
TypeSH
Market value$47.00
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 | $64.0K 17.55% | 4.30M | 0.00 | 0.00 |
DIVERSIFIED HEALTHCARE TRDFND | COM SH BEN INT | 14.92M | SH | $53.4K 14.65% | 14.92M | 0.00 | 0.00 |
SUMMIT HOTEL PROPERTIES INCDFND | COM | 9.36M | SH | $47.6K 13.07% | 9.36M | 0.00 | 0.00 |
RLJ LODGING TRDFND | COM | 6.30M | SH | $45.9K 12.59% | 6.30M | 0.00 | 0.00 |
PARK HOTELS & RESORTS INCDFND | COM | 3.90M | SH | $39.9K 10.95% | 3.90M | 0.00 | 0.00 |
DIAMONDROCK HOSPITALITY CODFND | COM | 5.08M | SH | $38.9K 10.66% | 5.08M | 0.00 | 0.00 |
SUNSTONE HOTEL INVS INC NEWDFND | COM | 2.99M | SH | $25.9K 7.11% | 2.99M | 0.00 | 0.00 |
SABRA HEALTH CARE REIT INCDFND | COM | 900K | SH | $16.6K 4.55% | 900K | 0.00 | 0.00 |
HOST HOTELS & RESORTS INCDFND | COM | 586.03K | SH | $9.0K 2.47% | 586.03K | 0.00 | 0.00 |
KIMCO RLTY CORPDFND | COM | 357.50K | SH | $7.5K 2.06% | 357.50K | 0.00 | 0.00 |
BRIXMOR PPTY GROUP INCDFND | COM | 200K | SH | $5.2K 1.43% | 200K | 0.00 | 0.00 |
PEBBLEBROOK HOTEL TRDFND | 6.3 CUM PFD SR F | 246.48K | SH | $4.3K 1.19% | 246.48K | 0.00 | 0.00 |
CHATHAM LODGING TRDFND | COM | 595K | SH | $4.1K 1.14% | 595K | 0.00 | 0.00 |
PEBBLEBROOK HOTEL TRDFND | 6.375 PFD SER E | 104.02K | SH | $1.8K 0.50% | 104.02K | 0.00 | 0.00 |
ALEXANDERS INCDFND | COM | 1K | SH | $225.00 0.06% | 1K | 0.00 | 0.00 |
RLJ LODGING TRDFND | CUM CONV PFD A | 2K | SH | $47.00 0.01% | 2K | 0.00 | 0.00 |