Filed: 11/14/2025ACC: 0001813784-25-000008
📋 What this filing means
H/2 CREDIT MANAGER LP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $403.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$403.5K
Total AUM (reported)
50.40M
Total Shares
Allocation by class
COM$330.6K81.9%
COM SH BEN INT$65.8K16.3%
6.3 CUM PFD SR F$5.0K1.2%
6.375 PFD SER E$2.1K0.5%
CUM CONV PFD A$50.000.0%
Portfolio Concentration
Top 3$182.5K45.2%
4–10$196.3K48.6%
11–25$24.7K6.1%
Top 3 weight
45.2%
Top 10 weight
93.9%
Voting Authority Distribution
Total shares with voting rights: 50.40M
Sole
Full voting authority
50.40M
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
Other17
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
DIVERSIFIED HEALTHCARE TR
DFNDShares14.92M
TypeSH
Market value$65.8K
16.30%
Sole
14.92M
Shared
0.00
None
0.00
VERIS RESIDENTIAL INC
DFNDShares4.30M
TypeSH
Market value$65.3K
16.19%
Sole
4.30M
Shared
0.00
None
0.00
SUMMIT HOTEL PROPERTIES INC
DFNDShares9.36M
TypeSH
Market value$51.4K
12.74%
Sole
9.36M
Shared
0.00
None
0.00
RLJ LODGING TR
DFNDShares6.30M
TypeSH
Market value$45.4K
11.25%
Sole
6.30M
Shared
0.00
None
0.00
PARK HOTELS & RESORTS INC
DFNDShares3.90M
TypeSH
Market value$43.3K
10.72%
Sole
3.90M
Shared
0.00
None
0.00
DIAMONDROCK HOSPITALITY CO
DFNDShares5.08M
TypeSH
Market value$40.4K
10.01%
Sole
5.08M
Shared
0.00
None
0.00
SUNSTONE HOTEL INVS INC NEW
DFNDShares2.99M
TypeSH
Market value$28.0K
6.94%
Sole
2.99M
Shared
0.00
None
0.00
SABRA HEALTH CARE REIT INC
DFNDShares900K
TypeSH
Market value$16.8K
4.16%
Sole
900K
Shared
0.00
None
0.00
KITE RLTY GROUP TR
DFNDShares560K
TypeSH
Market value$12.5K
3.10%
Sole
560K
Shared
0.00
None
0.00
HOST HOTELS & RESORTS INC
DFNDShares586.03K
TypeSH
Market value$10.0K
2.47%
Sole
586.03K
Shared
0.00
None
0.00
KIMCO RLTY CORP
DFNDShares357.50K
TypeSH
Market value$7.8K
1.94%
Sole
357.50K
Shared
0.00
None
0.00
BRIXMOR PPTY GROUP INC
DFNDShares200K
TypeSH
Market value$5.5K
1.37%
Sole
200K
Shared
0.00
None
0.00
PEBBLEBROOK HOTEL TR
DFNDShares246.48K
TypeSH
Market value$5.0K
1.23%
Sole
246.48K
Shared
0.00
None
0.00
CHATHAM LODGING TR
DFNDShares595K
TypeSH
Market value$4.0K
0.99%
Sole
595K
Shared
0.00
None
0.00
PEBBLEBROOK HOTEL TR
DFNDShares104.02K
TypeSH
Market value$2.1K
0.52%
Sole
104.02K
Shared
0.00
None
0.00
ALEXANDERS INC
DFNDShares1K
TypeSH
Market value$234.00
0.06%
Sole
1K
Shared
0.00
None
0.00
RLJ LODGING TR
DFNDShares2K
TypeSH
Market value$50.00
0.01%
Sole
2K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIVERSIFIED HEALTHCARE TRDFND | COM SH BEN INT | 14.92M | SH | $65.8K 16.30% | 14.92M | 0.00 | 0.00 |
VERIS RESIDENTIAL INCDFND | COM | 4.30M | SH | $65.3K 16.19% | 4.30M | 0.00 | 0.00 |
SUMMIT HOTEL PROPERTIES INCDFND | COM | 9.36M | SH | $51.4K 12.74% | 9.36M | 0.00 | 0.00 |
RLJ LODGING TRDFND | COM | 6.30M | SH | $45.4K 11.25% | 6.30M | 0.00 | 0.00 |
PARK HOTELS & RESORTS INCDFND | COM | 3.90M | SH | $43.3K 10.72% | 3.90M | 0.00 | 0.00 |
DIAMONDROCK HOSPITALITY CODFND | COM | 5.08M | SH | $40.4K 10.01% | 5.08M | 0.00 | 0.00 |
SUNSTONE HOTEL INVS INC NEWDFND | COM | 2.99M | SH | $28.0K 6.94% | 2.99M | 0.00 | 0.00 |
SABRA HEALTH CARE REIT INCDFND | COM | 900K | SH | $16.8K 4.16% | 900K | 0.00 | 0.00 |
KITE RLTY GROUP TRDFND | COM | 560K | SH | $12.5K 3.10% | 560K | 0.00 | 0.00 |
HOST HOTELS & RESORTS INCDFND | COM | 586.03K | SH | $10.0K 2.47% | 586.03K | 0.00 | 0.00 |
KIMCO RLTY CORPDFND | COM | 357.50K | SH | $7.8K 1.94% | 357.50K | 0.00 | 0.00 |
BRIXMOR PPTY GROUP INCDFND | COM | 200K | SH | $5.5K 1.37% | 200K | 0.00 | 0.00 |
PEBBLEBROOK HOTEL TRDFND | 6.3 CUM PFD SR F | 246.48K | SH | $5.0K 1.23% | 246.48K | 0.00 | 0.00 |
CHATHAM LODGING TRDFND | COM | 595K | SH | $4.0K 0.99% | 595K | 0.00 | 0.00 |
PEBBLEBROOK HOTEL TRDFND | 6.375 PFD SER E | 104.02K | SH | $2.1K 0.52% | 104.02K | 0.00 | 0.00 |
ALEXANDERS INCDFND | COM | 1K | SH | $234.00 0.06% | 1K | 0.00 | 0.00 |
RLJ LODGING TRDFND | CUM CONV PFD A | 2K | SH | $50.00 0.01% | 2K | 0.00 | 0.00 |