H/2 CREDIT MANAGER LP
CIK: 0001813784SEC EDGAR →
Portfolio Value
$456.6M
Holdings
19
As of
Q4 2025
New Positions
1
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VERIS RESIDENTIAL INC | 5,472,814 | $81.4M | 17.83% |
| 2 | DIVERSIFIED HEALTHCARE TR | 14,917,366 | $72.3M | 15.84% |
| 3 | RLJ LODGING TR | 9,583,184 | $71.4M | 15.64% |
| 4 | SUMMIT HOTEL PROPERTIES INC | 9,126,700 | $44.4M | 9.73% |
| 5 | DIAMONDROCK HOSPITALITY CO | 4,075,150 | $36.5M | 8.00% |
| 6 | PARK HOTELS & RESORTS INC | 3,162,710 | $33.1M | 7.25% |
| 7 | SUNSTONE HOTEL INVS INC NEW | 2,788,210 | $24.9M | 5.46% |
| 8 | BXP INC | 268,110 | $18.1M | 3.96% |
| 9 | SABRA HEALTH CARE REIT INC | 900,000 | $17.0M | 3.73% |
| 10 | KITE RLTY GROUP TR | 560,000 | $13.4M | 2.94% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Real Estate | 14 | $360.5M | 78.9% |
| Technology | 1 | $72.3M | 15.8% |
| Industrials | 1 | $17.0M | 3.7% |
| Unknown | 3 | $6.7M | 1.5% |