H/2 Credit Manager LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
H/2 Credit Manager LP disclosed 13 US equity positions worth $391.4m in its Q4 2024 13F filing. The largest position was VERIS RESIDENTIAL INC at 18.3% of the reported book, followed by RLJ and INN. Against the Q3 2024 filing, it opened 0 new positions, added to 3 and reduced 0 among the top 13 holdings.
What did H/2 Credit Manager LP own in Q4 2024? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VERIS RESIDENTIAL INC | 18.3% | $71.5m | 4,297,314 | 0% | held | |
| 2 | RLJ RLJ LODGING TR | Real Estate | 16.4% | $64.4m | 6,304,257 | 0% | held |
| 3 | INN SUMMIT HOTEL PROPERTIES INC | Real Estate | 15.6% | $61.0m | 8,909,500 | 24% | added |
| 4 | PK PARK HOTELS & RESORTS INC | Real Estate | 12.3% | $48.2m | 3,428,750 | 0% | held |
| 5 | DHC DIVERSIFIED HEALTHCARE TR | 8.8% | $34.3m | 14,917,366 | 0% | held | |
| 6 | DRH DIAMONDROCK HOSPITALITY CO | Real Estate | 8.6% | $33.8m | 3,741,445 | 36% | added |
| 7 | SHO SUNSTONE HOTEL INVS INC NEW | Real Estate | 8.4% | $33.0m | 2,788,210 | 27% | added |
| 8 | SBRA SABRA HEALTH CARE REIT INC | Real Estate | 4.0% | $15.6m | 900,000 | 0% | held |
| 9 | HST HOST HOTELS & RESORTS INC | Real Estate | 2.6% | $10.3m | 586,032 | 0% | held |
| 10 | KIM KIMCO RLTY CORP | Real Estate | 2.1% | $8.4m | 357,500 | 0% | held |
| 11 | BRX BRIXMOR PPTY GROUP INC | Real Estate | 1.4% | $5.6m | 200,000 | 0% | held |
| 12 | CLDT CHATHAM LODGING TR | Real Estate | 1.4% | $5.3m | 595,000 | 0% | held |
| 13 | RLJ LODGING TR | 0.0% | $49.0k | 2,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.