H/2 Credit Manager LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
H/2 Credit Manager LP disclosed 17 US equity positions worth $403.5m in its Q3 2025 13F filing. The largest position was DHC at 16.3% of the reported book, followed by VERIS RESIDENTIAL INC and INN. Against the Q2 2025 filing, it opened 1 new position, added to 0 and reduced 0 among the top 17 holdings.
What did H/2 Credit Manager LP own in Q3 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | DHC DIVERSIFIED HEALTHCARE TR | 16.3% | $65.8m | 14,917,366 | 0% | held | |
| 2 | VERIS RESIDENTIAL INC | 16.2% | $65.3m | 4,297,314 | 0% | held | |
| 3 | INN SUMMIT HOTEL PROPERTIES INC | Real Estate | 12.7% | $51.4m | 9,359,500 | 0% | held |
| 4 | RLJ RLJ LODGING TR | Real Estate | 11.3% | $45.4m | 6,304,257 | 0% | held |
| 5 | PK PARK HOTELS & RESORTS INC | Real Estate | 10.7% | $43.3m | 3,903,750 | 0% | held |
| 6 | DRH DIAMONDROCK HOSPITALITY CO | Real Estate | 10.0% | $40.4m | 5,075,150 | 0% | held |
| 7 | SHO SUNSTONE HOTEL INVS INC NEW | Real Estate | 6.9% | $28.0m | 2,988,210 | 0% | held |
| 8 | SBRA SABRA HEALTH CARE REIT INC | Real Estate | 4.2% | $16.8m | 900,000 | 0% | held |
| 9 | KRG KITE RLTY GROUP TR | Real Estate | 3.1% | $12.5m | 560,000 | – | new |
| 10 | HST HOST HOTELS & RESORTS INC | Real Estate | 2.5% | $10.0m | 586,032 | 0% | held |
| 11 | KIM KIMCO RLTY CORP | Real Estate | 1.9% | $7.8m | 357,500 | 0% | held |
| 12 | BRX BRIXMOR PPTY GROUP INC | Real Estate | 1.4% | $5.5m | 200,000 | 0% | held |
| 13 | PEBBLEBROOK HOTEL TR | 1.2% | $5.0m | 246,483 | 0% | held | |
| 14 | CLDT CHATHAM LODGING TR | Real Estate | 1.0% | $4.0m | 595,000 | 0% | held |
| 15 | PEBBLEBROOK HOTEL TR | 0.5% | $2.1m | 104,015 | 0% | held | |
| 16 | ALX ALEXANDERS INC | Real Estate | 0.1% | $234.0k | 1,000 | 0% | held |
| 17 | RLJ LODGING TR | 0.0% | $50.0k | 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.