H/2 Credit Manager LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
H/2 Credit Manager LP disclosed 19 US equity positions worth $456.6m in its Q4 2025 13F filing. The largest position was VERIS RESIDENTIAL INC at 17.8% of the reported book, followed by DHC and RLJ. Against the Q3 2025 filing, it opened 2 new positions, added to 2 and reduced 5 among the top 19 holdings.
What did H/2 Credit Manager LP own in Q4 2025? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VERIS RESIDENTIAL INC | 17.8% | $81.4m | 5,472,814 | 27% | added | |
| 2 | DHC DIVERSIFIED HEALTHCARE TR | 15.8% | $72.3m | 14,917,366 | 0% | held | |
| 3 | RLJ RLJ LODGING TR | Real Estate | 15.6% | $71.4m | 9,583,184 | 52% | added |
| 4 | INN SUMMIT HOTEL PROPERTIES INC | Real Estate | 9.7% | $44.4m | 9,126,700 | -2% | reduced |
| 5 | DRH DIAMONDROCK HOSPITALITY CO | Real Estate | 8.0% | $36.5m | 4,075,150 | -20% | reduced |
| 6 | PK PARK HOTELS & RESORTS INC | Real Estate | 7.2% | $33.1m | 3,162,710 | -19% | reduced |
| 7 | SHO SUNSTONE HOTEL INVS INC NEW | Real Estate | 5.5% | $24.9m | 2,788,210 | -7% | reduced |
| 8 | BXP BXP INC | Real Estate | 4.0% | $18.1m | 268,110 | – | new |
| 9 | SBRA SABRA HEALTH CARE REIT INC | Real Estate | 3.7% | $17.0m | 900,000 | 0% | held |
| 10 | KRG KITE RLTY GROUP TR | Real Estate | 2.9% | $13.4m | 560,000 | 0% | held |
| 11 | HHH HOWARD HUGHES HOLDINGS | Real Estate | 2.5% | $11.2m | 140,268 | – | new |
| 12 | HST HOST HOTELS & RESORTS INC | Real Estate | 2.3% | $10.4m | 586,032 | 0% | held |
| 13 | KIM KIMCO RLTY CORP | Real Estate | 1.3% | $6.1m | 300,000 | -16% | reduced |
| 14 | BRX BRIXMOR PPTY GROUP INC | Real Estate | 1.1% | $5.2m | 200,000 | 0% | held |
| 15 | PEBBLEBROOK HOTEL TR | 1.0% | $4.7m | 246,483 | 0% | held | |
| 16 | CLDT CHATHAM LODGING TR | Real Estate | 0.9% | $4.1m | 595,000 | 0% | held |
| 17 | PEBBLEBROOK HOTEL TR | 0.4% | $2.0m | 104,015 | 0% | held | |
| 18 | ALX ALEXANDERS INC | Real Estate | 0.0% | $218.0k | 1,000 | 0% | held |
| 19 | 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.