H/2 CREDIT MANAGER LP — 13F Holdings

2026 Q2  ·  19 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, H/2 CREDIT MANAGER LP maintained a portfolio of 19 distinct positions. They heavily accumulated shares in SUNSTONE HOTEL INVS INC NEW, increasing the position by 21.5%. Conversely, H/2 CREDIT MANAGER LP completely exited their position in VERIS RESIDENTIAL INC.
Position History hover any row below to update
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H/2 CREDIT MANAGER LP Hedge Fund AUM $1M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
19
Quarter
2026 Q2
Top Holding
DHC (22.6%)
Top 10 Concentration
93.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-19 of 19
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DHC
DIVERSIFIED HEA...
Bond/Debt 22.65% 19.82% #1 1
Prev: #2
6.5
—
-2,100,000 -14.1%
P
S
12,817,366 $119,202 2020 Q4 13F Filing 2026-06-30 2026-08-14
RLJ
RLJ LODGING TR
Real Estate 21.58% 14.23% #2 1
Prev: #3
6.5
—
no change no change
P
S
9,583,184 $113,561 2020 Q4 13F Filing 2026-06-30 2026-08-14
INN
SUMMIT HOTEL PR...
Real Estate 12.16% 8.07% #3 1
Prev: #4
6.0
—
no change no change
P
S
9,126,700 $63,978 2021 Q3 13F Filing 2026-06-30 2026-08-14
DRH
DIAMONDROCK HOS...
Real Estate 9.22% 7.64% #4 1
Prev: #5
4.7
—
-92,866 -2.3%
P
S
3,982,284 $48,504 2023 Q2 13F Filing 2026-06-30 2026-08-14
PK
PARK HOTELS & R...
Real Estate 8.56% 6.66% #5 1
Prev: #6
4.9
—
no change no change
P
S
3,162,710 $45,069 2020 Q4 13F Filing 2026-06-30 2026-08-14
SHO
SUNSTONE HOTEL ...
Real Estate 7.37% 5.03% #6 1
Prev: #7
5.4
—
598,184 21.5%
P
S
3,386,394 $38,774 2021 Q3 13F Filing 2026-06-30 2026-08-14
BXP
BXP INC
Real Estate 3.38% 2.78% #7 2
Prev: #9
2.4
—
no change no change
P
S
268,110 $17,778 2025 Q4 13F Filing 2026-06-30 2026-08-14
SBRA
SABRA HEALTH CA...
Real Estate 3.34% 3.46% #8
Prev: #8
2.3
—
no change no change
P
S
900,000 $17,559 2023 Q1 13F Filing 2026-06-30 2026-08-14
KRG
KITE RLTY GROUP...
Real Estate 3.02% 2.75% #9 1
Prev: #10
2.2
—
no change no change
P
S
560,000 $15,893 2020 Q4 13F Filing 2026-06-30 2026-08-14
HST
HOST HOTELS & R...
Real Estate 2.64% 2.25% #10 1
Prev: #11
2.1
—
no change no change
P
S
586,032 $13,895 2020 Q4 13F Filing 2026-06-30 2026-08-14
HHH
HOWARD HUGHES H...
Real Estate 1.91% 1.78% #11 1
Prev: #12
1.8
—
no change no change
P
S
140,268 $10,028 2025 Q4 13F Filing 2026-06-30 2026-08-14
CLDT
CHATHAM LODGING...
Real Estate 1.50% 0.94% #12 4
Prev: #16
1.6
—
no change no change
P
S
595,000 $7,872 2020 Q4 13F Filing 2026-06-30 2026-08-14
KIM
KIMCO RLTY CORP
Real Estate 1.44% 1.35% #13
Prev: #13
1.6
—
no change no change
P
S
300,000 $7,605 2020 Q4 13F Filing 2026-06-30 2026-08-14
BRX
BRIXMOR PPTY GR...
Real Estate 1.20% 1.15% #14
Prev: #14
1.5
—
no change no change
P
S
200,000 $6,306 2020 Q4 13F Filing 2026-06-30 2026-08-14
ALX
ALEXANDERS INC
Real Estate 0.05% 0.05% #15 3
Prev: #18
1.0
—
no change no change
P
S
1,000 $276 2025 Q1 13F Filing 2026-06-30 2026-08-14
RLJ/PRA
RLJ LODGING TR
Preferred 0.01% 0.01% #16 3
Prev: #19
1.0
—
no change no change
P
S
2,000 $49 2022 Q1 13F Filing 2026-06-30 2026-08-14
PEB/PRE
PEBBLEBROOK HOT...
Preferred 0.00% 0.40%
Sold All 😨
(Was: #17)
 0.0
—
-104,015 -100.0%
CLOSED
 — $— 2025 Q1 13F Filing 2026-06-30 2026-08-14
PEB/PRF
PEBBLEBROOK HOT...
Preferred 0.00% 0.95%
Sold All 😨
(Was: #15)
 0.0
—
-246,483 -100.0%
CLOSED
 — $— 2025 Q1 13F Filing 2026-06-30 2026-08-14
VRE
VERIS RESIDENTI...
Real Estate 0.00% 20.67%
Sold All 😨
(Was: #1)
 0.0
—
-5,472,814 -100.0%
CLOSED
 — $— 2020 Q4 13F Filing 2026-06-30 2026-08-14
Showing 1-19 of 19 holdings

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