H2

H/2 CREDIT MANAGER LP

13F
H/2 CREDIT MANAGER LP
Last update 2025-05-15 16 Stocks (2 new)
Value $376.00 Mil Turnover 9 %
Countries:
Top Holdings: VRE(19.32%)RLJ(13.21%)INN(12.80%)PK(11.07%)DRH(10.41%)
Summary Stock Picks Current Portfolio
H/2 CREDIT MANAGER LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VRE 		Veris Residential Inc
4,297,314
72,710.0
0%
19.320
0%
4.600
-0.04%
-6.17%
1,449.3
REITs
RLJ 		RLJ Lodging Trust
6,304,257
49,740.0
0%
13.210
0%
4.160
-20.39%
-25.14%
1,137.9
REITs
INN 		Summit Hotel Properties Inc
8,909,500
48,200.0
0%
12.800
0%
7.940
-32.50%
-34.56%
488.2
REITs
PK 		Park Hotels & Resorts Inc
3,903,750
41,690.0
+13.85%
11.070
+1.35%
1.950
-15.56%
-21.44%
2,158.8
REITs
DRH 		Diamondrock Hospitality Co
5,075,150
39,180.0
+35.65%
10.410
+2.74%
2.460
-9.71%
-13.51%
1,594.8
REITs
DHC 		Diversified Healthcare Trust
14,917,366
35,800.0
0%
9.510
0%
6.180
+18.75%
+39.52%
767.2
REITs
SHO 		Sunstone Hotel Investors Inc
2,988,210
28,120.0
+7.17%
7.470
+0.50%
1.500
-21.08%
-24.28%
1,765.9
REITs
SBRA 		Sabra Health Care REIT Inc
900,000
15,720.0
0%
4.180
0%
0.380
+11.24%
+8.25%
4,306.6
REITs
ALX 		Alexander's Inc
65,322
13,660.0
New Holding
3.630
+3.63%
1.280
+10.50%
+15.35%
1,128.4
REITs
HST 		Host Hotels & Resorts Inc
586,032
8,330.0
0%
2.210
0%
0.080
-8.44%
-10.74%
10,697.1
REITs

H/2 CREDIT MANAGER LP's Historical Top Holdings Breakdowns

H/2 CREDIT MANAGER LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ALX 		Alexander's Inc2025-03-31New Buy
+3.63%
●
185.64 ($202.41) 219.2
$220.94
9.15%
New holding
65,322
65,322
DRH 		Diamondrock Hospitality Co2025-03-31Add
+2.74%
●
7.64 ($8.45) 9.04
$7.73
-8.52%
Add 35.65%
5,075,150
1,333,705
PK 		Park Hotels & Resorts Inc2025-03-31Add
+1.35%
●
10.68 ($12.66) 14.19
$10.80
-14.69%
Add 13.85%
3,903,750
475,000
PEB 		Pebblebrook Hotel Trust2025-03-31New Buy
+1.15%
●
10.13 ($12.24) 14.01
$9.95
-18.71%
New holding
246,483
246,483
SHO 		Sunstone Hotel Investors Inc2025-03-31Add
+0.50%
●
9.41 ($10.84) 12.1
$8.88
-18.08%
Add 7.17%
2,988,210
200,000
INN 		Summit Hotel Properties Inc2024-12-31Add
+3.05%
●
6.06 ($6.57) 7.14
$4.35
-33.79%
Add 24.31%
8,909,500
1,742,169
DRH 		Diamondrock Hospitality Co2024-12-31Add
+2.31%
●
8.57 ($9.13) 9.74
$7.73
-15.33%
Add 36.48%
3,741,445
1,000,000
SHO 		Sunstone Hotel Investors Inc2024-12-31Add
+1.81%
●
10 ($10.91) 12.38
$8.88
-18.61%
Add 27.42%
2,788,210
600,000
VNO 		Vornado Realty Trust2024-09-30Sold Out
-7.14%
●
25.5 ($32.17) 39.4
$39.22
21.91%
Sold Out
0
-1,008,913
INN 		Summit Hotel Properties Inc2024-09-30Add
+3.82%
●
5.67 ($6.36) 7
$4.35
-31.60%
Add 43.04%
7,167,331
2,156,700

H/2 CREDIT MANAGER LP Total Holding History ($B)

To

H/2 CREDIT MANAGER LP's Asset Allocation

To

H/2 CREDIT MANAGER LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

H/2 CREDIT MANAGER LP's Hypothetical Growth since 2025-03-31

H/2 CREDIT MANAGER LP's Yearly Returns

Year Portfolio % % Excess Gain %

H/2 CREDIT MANAGER LP's Holdings Heat Map

Size field:

H/2 CREDIT MANAGER LP's Holdings Bubble Chart

H/2 CREDIT MANAGER LP News

  • 1

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