H/2 Credit Manager LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
H/2 Credit Manager LP disclosed 16 US equity positions worth $376.5m in its Q1 2025 13F filing. The largest position was VERIS RESIDENTIAL INC at 19.3% of the reported book, followed by RLJ and INN. Against the Q4 2024 filing, it opened 3 new positions, added to 3 and reduced 0 among the top 16 holdings.
What did H/2 Credit Manager LP own in Q1 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VERIS RESIDENTIAL INC | 19.3% | $72.7m | 4,297,314 | 0% | held | |
| 2 | RLJ RLJ LODGING TR | Real Estate | 13.2% | $49.7m | 6,304,257 | 0% | held |
| 3 | INN SUMMIT HOTEL PROPERTIES INC | Real Estate | 12.8% | $48.2m | 8,909,500 | 0% | held |
| 4 | PK PARK HOTELS & RESORTS INC | Real Estate | 11.1% | $41.7m | 3,903,750 | 14% | added |
| 5 | DRH DIAMONDROCK HOSPITALITY CO | Real Estate | 10.4% | $39.2m | 5,075,150 | 36% | added |
| 6 | DHC DIVERSIFIED HEALTHCARE TR | 9.5% | $35.8m | 14,917,366 | 0% | held | |
| 7 | SHO SUNSTONE HOTEL INVS INC NEW | Real Estate | 7.5% | $28.1m | 2,988,210 | 7% | added |
| 8 | SBRA SABRA HEALTH CARE REIT INC | Real Estate | 4.2% | $15.7m | 900,000 | 0% | held |
| 9 | ALX ALEXANDERS INC | Real Estate | 3.6% | $13.7m | 65,322 | – | new |
| 10 | HST HOST HOTELS & RESORTS INC | Real Estate | 2.2% | $8.3m | 586,032 | 0% | held |
| 11 | KIM KIMCO RLTY CORP | Real Estate | 2.0% | $7.6m | 357,500 | 0% | held |
| 12 | BRX BRIXMOR PPTY GROUP INC | Real Estate | 1.4% | $5.3m | 200,000 | 0% | held |
| 13 | PEBBLEBROOK HOTEL TR | 1.1% | $4.3m | 246,483 | – | new | |
| 14 | CLDT CHATHAM LODGING TR | Real Estate | 1.1% | $4.2m | 595,000 | 0% | held |
| 15 | PEBBLEBROOK HOTEL TR | 0.5% | $1.8m | 104,015 | – | new | |
| 16 | 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.