H/2 Credit Manager LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
H/2 Credit Manager LP disclosed 16 US equity positions worth $364.6m in its Q2 2025 13F filing. The largest position was VERIS RESIDENTIAL INC at 17.6% of the reported book, followed by DHC and INN. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 16 holdings.
What did H/2 Credit Manager LP own in Q2 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VERIS RESIDENTIAL INC | 17.6% | $64.0m | 4,297,314 | 0% | held | |
| 2 | DHC DIVERSIFIED HEALTHCARE TR | 14.6% | $53.4m | 14,917,366 | 0% | held | |
| 3 | INN SUMMIT HOTEL PROPERTIES INC | Real Estate | 13.1% | $47.6m | 9,359,500 | 5% | added |
| 4 | RLJ RLJ LODGING TR | Real Estate | 12.6% | $45.9m | 6,304,257 | 0% | held |
| 5 | PK PARK HOTELS & RESORTS INC | Real Estate | 11.0% | $39.9m | 3,903,750 | 0% | held |
| 6 | DRH DIAMONDROCK HOSPITALITY CO | Real Estate | 10.7% | $38.9m | 5,075,150 | 0% | held |
| 7 | SHO SUNSTONE HOTEL INVS INC NEW | Real Estate | 7.1% | $25.9m | 2,988,210 | 0% | held |
| 8 | SBRA SABRA HEALTH CARE REIT INC | Real Estate | 4.6% | $16.6m | 900,000 | 0% | held |
| 9 | HST HOST HOTELS & RESORTS INC | Real Estate | 2.5% | $9.0m | 586,032 | 0% | held |
| 10 | KIM KIMCO RLTY CORP | Real Estate | 2.1% | $7.5m | 357,500 | 0% | held |
| 11 | BRX BRIXMOR PPTY GROUP INC | Real Estate | 1.4% | $5.2m | 200,000 | 0% | held |
| 12 | PEBBLEBROOK HOTEL TR | 1.2% | $4.3m | 246,483 | 0% | held | |
| 13 | CLDT CHATHAM LODGING TR | Real Estate | 1.1% | $4.1m | 595,000 | 0% | held |
| 14 | PEBBLEBROOK HOTEL TR | 0.5% | $1.8m | 104,015 | 0% | held | |
| 15 | ALX ALEXANDERS INC | Real Estate | 0.1% | $225.0k | 1,000 | -98% | reduced |
| 16 | RLJ LODGING TR | 0.0% | $47.0k | 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.