Q3 2025 · 13F-HR
H/2 CREDIT MANAGER LPholdings as filed
Filed 2025-11-14 · accession 0001813784-25-000008
$403,474
Reported value
17
Positions
2025-09-30
Period end
The Brief · H/2 CREDIT MANAGER LP · Q3 2025
AI · grounded in 13F
H/2 CREDIT MANAGER LP established a new position in Diversified Healthcare Tr DHC valued at $65,786. The fund also initiated stakes in Veris Residential Inc VRE for $65,319 and Summit Hotel Properties Inc INN for $51,384. Other new additions include RLJ Lodging Tr RLJ, Park Hotels & Resorts Inc PK, and DiamondRock Hospitality Co DRH.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 25525P107 | DHC | DIVERSIFIED HEALTHCARE TR | $65,786 | 16.3% | 14,917,366 | Common | SOLE |
| 554489104 | VRE | VERIS RESIDENTIAL INC | $65,319 | 16.2% | 4,297,314 | Common | SOLE |
| 866082100 | INN | SUMMIT HOTEL PROPERTIES INC | $51,384 | 12.7% | 9,359,500 | Common | SOLE |
| 74965L101 | RLJ | RLJ LODGING TR | $45,391 | 11.3% | 6,304,257 | Common | SOLE |
| 700517105 | PK | PARK HOTELS & RESORTS INC | $43,254 | 10.7% | 3,903,750 | Common | SOLE |
| 252784301 | DRH | DIAMONDROCK HOSPITALITY CO | $40,398 | 10.0% | 5,075,150 | Common | SOLE |
| 867892101 | SHO | SUNSTONE HOTEL INVS INC NEW | $28,000 | 6.94% | 2,988,210 | Common | SOLE |
| 78573L106 | SBRA | SABRA HEALTH CARE REIT INC | $16,776 | 4.16% | 900,000 | Common | SOLE |
| 49803T300 | KRG | KITE RLTY GROUP TR | $12,488 | 3.10% | 560,000 | Common | SOLE |
| 44107P104 | HST | HOST HOTELS & RESORTS INC | $9,974 | 2.47% | 586,032 | Common | SOLE |
| 49446R109 | KIM | KIMCO RLTY CORP | $7,811 | 1.94% | 357,500 | Common | SOLE |
| 11120U105 | BRX | BRIXMOR PPTY GROUP INC | $5,536 | 1.37% | 200,000 | Common | SOLE |
| 70509V704 | PEB 6.3 PERP F | PEBBLEBROOK HOTEL TR | $4,979 | 1.23% | 246,483 | Common | SOLE |
| 16208T102 | CLDT | CHATHAM LODGING TR | $3,992 | 0.99% | 595,000 | Common | SOLE |
| 70509V605 | PEB 6.375 PERP E | PEBBLEBROOK HOTEL TR | $2,102 | 0.52% | 104,015 | Common | SOLE |
| 014752109 | ALX | ALEXANDERS INC | $234 | 0.06% | 1,000 | Common | SOLE |
| 74965L200 | RLJ 1.95 PERP A | RLJ LODGING TR | $50 | 0.01% | 2,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.