H/2 CREDIT MANAGER LP — 13F Holdings

2026 Q1  ·  19 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, H/2 CREDIT MANAGER LP maintained a portfolio of 19 distinct positions.
Position History hover any row below to update
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H/2 CREDIT MANAGER LP Hedge Fund AUM $0M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
19
Quarter
2026 Q1
Top Holding
VRE (20.7%)
Top 10 Concentration
91.1%
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
VRE
VERIS RESIDENTI...
Real Estate 20.67% 17.83% #1
Prev: #1
7.0
—
no change no change
P
S
5,472,814 $103,272 2020 Q4 13F Filing 2026-03-31 2026-05-15
DHC
DIVERSIFIED HEA...
Bond/Debt 19.82% 15.84% #2
Prev: #2
6.5
—
no change no change
P
S
14,917,366 $99,051 2020 Q4 13F Filing 2026-03-31 2026-05-15
RLJ
RLJ LODGING TR
Real Estate 14.23% 15.64% #3
Prev: #3
6.0
—
no change no change
P
S
9,583,184 $71,107 2020 Q4 13F Filing 2026-03-31 2026-05-15
INN
SUMMIT HOTEL PR...
Real Estate 8.07% 9.73% #4
Prev: #4
4.7
—
no change no change
P
S
9,126,700 $40,340 2021 Q3 13F Filing 2026-03-31 2026-05-15
DRH
DIAMONDROCK HOS...
Real Estate 7.64% 8.00% #5
Prev: #5
4.6
—
no change no change
P
S
4,075,150 $38,184 2023 Q2 13F Filing 2026-03-31 2026-05-15
PK
PARK HOTELS & R...
Real Estate 6.66% 7.25% #6
Prev: #6
3.7
—
no change no change
P
S
3,162,710 $33,303 2020 Q4 13F Filing 2026-03-31 2026-05-15
SHO
SUNSTONE HOTEL ...
Real Estate 5.03% 5.46% #7
Prev: #7
3.0
—
no change no change
P
S
2,788,210 $25,122 2021 Q3 13F Filing 2026-03-31 2026-05-15
SBRA
SABRA HEALTH CA...
Real Estate 3.46% 3.73% #8 1
Prev: #9
2.4
—
no change no change
P
S
900,000 $17,307 2023 Q1 13F Filing 2026-03-31 2026-05-15
BXP
BXP INC
Real Estate 2.78% 3.96% #9 1
Prev: #8
2.1
—
no change no change
P
S
268,110 $13,915 2025 Q4 13F Filing 2026-03-31 2026-05-15
KRG
KITE RLTY GROUP...
Real Estate 2.75% 2.94% #10
Prev: #10
2.1
—
no change no change
P
S
560,000 $13,748 2020 Q4 13F Filing 2026-03-31 2026-05-15
HST
HOST HOTELS & R...
Real Estate 2.25% 2.28% #11 1
Prev: #12
1.9
—
no change no change
P
S
586,032 $11,228 2020 Q4 13F Filing 2026-03-31 2026-05-15
HHH
HOWARD HUGHES H...
Real Estate 1.78% 2.45% #12 1
Prev: #11
1.7
—
no change no change
P
S
140,268 $8,873 2025 Q4 13F Filing 2026-03-31 2026-05-15
KIM
KIMCO RLTY CORP
Real Estate 1.35% 1.33% #13
Prev: #13
1.5
—
no change no change
P
S
300,000 $6,741 2020 Q4 13F Filing 2026-03-31 2026-05-15
BRX
BRIXMOR PPTY GR...
Real Estate 1.15% 1.15% #14
Prev: #14
1.5
—
no change no change
P
S
200,000 $5,760 2020 Q4 13F Filing 2026-03-31 2026-05-15
PEB/PRF
PEBBLEBROOK HOT...
Preferred 0.95% 1.03% #15
Prev: #15
1.4
—
no change no change
P
S
246,483 $4,757 2025 Q1 13F Filing 2026-03-31 2026-05-15
CLDT
CHATHAM LODGING...
Real Estate 0.94% 0.89% #16
Prev: #16
1.4
—
no change no change
P
S
595,000 $4,683 2020 Q4 13F Filing 2026-03-31 2026-05-15
PEB/PRE
PEBBLEBROOK HOT...
Preferred 0.40% 0.43% #17
Prev: #17
1.2
—
no change no change
P
S
104,015 $1,998 2025 Q1 13F Filing 2026-03-31 2026-05-15
ALX
ALEXANDERS INC
Real Estate 0.05% 0.05% #18
Prev: #18
1.0
—
no change no change
P
S
1,000 $236 2025 Q1 13F Filing 2026-03-31 2026-05-15
RLJ/PRA
RLJ LODGING TR
Preferred 0.01% 0.01% #19
Prev: #19
1.0
—
no change no change
P
S
2,000 $48 2022 Q1 13F Filing 2026-03-31 2026-05-15
Showing 1-19 of 19 holdings

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