H/2 CREDIT MANAGER LP — 13F Holdings & Portfolio
CIK 1813784 · latest 13F-HR filed 2026-05-15
H/2 CREDIT MANAGER LP manages $499.7K in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VRE (20.67%), DHC (19.82%), RLJ (14.23%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 7, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$499.7K
Long-equity book
19
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −0 / ↑7 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIVERSIFIED HEALTHCARE TR$26.7K +36.9%
- VERIS RESIDENTIAL INC$21.8K +26.8%
- HOST HOTELS & RESORTS INC$838 +8.1%
- KIMCO RLTY CORP$660 +10.9%
- CHATHAM LODGING TR$631 +15.6%
Top Trims
- BXP INC-$4.2K -23.1%
- SUMMIT HOTEL PROPERTIES INC-$4.1K -9.2%
- HOWARD HUGHES HOLDINGS-$2.3K -20.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VERIS RESIDENTIAL INC | VRE | 554489104 | $103.3K | 20.67% | 5,472,814 | SH |
| 2 | DIVERSIFIED HEALTHCARE TR | DHC | 25525P107 | $99.1K | 19.82% | 14,917,366 | SH |
| 3 | RLJ LODGING TR | RLJ | 74965L101 | $71.1K | 14.23% | 9,583,184 | SH |
| 4 | SUMMIT HOTEL PROPERTIES INC | INN | 866082100 | $40.3K | 8.07% | 9,126,700 | SH |
| 5 | DIAMONDROCK HOSPITALITY CO | DRH | 252784301 | $38.2K | 7.64% | 4,075,150 | SH |
| 6 | PARK HOTELS & RESORTS INC | PK | 700517105 | $33.3K | 6.66% | 3,162,710 | SH |
| 7 | SUNSTONE HOTEL INVS INC NEW | SHO | 867892101 | $25.1K | 5.03% | 2,788,210 | SH |
| 8 | SABRA HEALTH CARE REIT INC | SBRA | 78573L106 | $17.3K | 3.46% | 900,000 | SH |
| 9 | BXP INC | BXP | 101121101 | $13.9K | 2.78% | 268,110 | SH |
| 10 | KITE RLTY GROUP TR | KRG | 49803T300 | $13.7K | 2.75% | 560,000 | SH |
| 11 | HOST HOTELS & RESORTS INC | HST | 44107P104 | $11.2K | 2.25% | 586,032 | SH |
| 12 | HOWARD HUGHES HOLDINGS | HHH | 44267T102 | $8.9K | 1.78% | 140,268 | SH |
| 13 | KIMCO RLTY CORP | KIM | 49446R109 | $6.7K | 1.35% | 300,000 | SH |
| 14 | BRIXMOR PPTY GROUP INC | BRX | 11120U105 | $5.8K | 1.15% | 200,000 | SH |
| 15 | PEBBLEBROOK HOTEL TR | PEBPF | 70509V704 | $4.8K | 0.95% | 246,483 | SH |
| 16 | CHATHAM LODGING TR | CLDT | 16208T102 | $4.7K | 0.94% | 595,000 | SH |
| 17 | PEBBLEBROOK HOTEL TR | PEBPE | 70509V605 | $2.0K | 0.40% | 104,015 | SH |
| 18 | ALEXANDERS INC | ALX | 014752109 | $236 | 0.05% | 1,000 | SH |
| 19 | RLJ LODGING TR | RLJPA | 74965L200 | $48 | 0.01% | 2,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $499.7K | 19 | 0001813784-26-000005 |
| 2025-12-31 | 2026-02-17 | $456.6K | 19 | 0001813784-26-000003 |
| 2025-09-30 | 2025-11-14 | $403.5K | 17 | 0001813784-25-000008 |