H2
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H/2 CREDIT MANAGER LP13F | |
| H/2 CREDIT MANAGER LP | |
| Last update 2025-05-15 | 16 Stocks (2 new) |
| Value $376.00 Mil | Turnover 9 % |
H/2 CREDIT MANAGER LP Top Holdings of 2025-03-31
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| 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 | -9.65% | -12.22% | 1,348.5 | REITs | |
RLJ | RLJ Lodging Trust | 6,304,257 | 49,740.0 | 0% | 13.210 | 0% | 4.160 | +17.47% | -18.98% | 1,206.9 | REITs | |
INN | Summit Hotel Properties Inc | 8,909,500 | 48,200.0 | 0% | 12.800 | 0% | 7.940 | +50.07% | -13.95% | 641.9 | REITs | |
PK | Park Hotels & Resorts Inc | 3,903,750 | 41,690.0 | +13.85% | 11.070 | +1.35% | 1.950 | +19.62% | -13.94% | 2,308.8 | REITs | |
DRH | Diamondrock Hospitality Co | 5,075,150 | 39,180.0 | +35.65% | 10.410 | +2.74% | 2.460 | +19.19% | -6.11% | 1,713.4 | REITs | |
DHC | Diversified Healthcare Trust | 14,917,366 | 35,800.0 | 0% | 9.510 | 0% | 6.180 | +53.32% | +52.03% | 833.5 | REITs | |
SHO | Sunstone Hotel Investors Inc | 2,988,210 | 28,120.0 | +7.17% | 7.470 | +0.50% | 1.500 | +14.42% | -21.66% | 1,808.6 | REITs | |
SBRA | Sabra Health Care REIT Inc | 900,000 | 15,720.0 | 0% | 4.180 | 0% | 0.380 | +5.73% | +9.53% | 4,357.8 | REITs | |
ALX | Alexander's Inc | 65,322 | 13,660.0 | New Holding | 3.630 | +3.63% | 1.280 | +26.91% | +32.95% | 1,300.6 | REITs | |
HST | Host Hotels & Resorts Inc | 586,032 | 8,330.0 | 0% | 2.210 | 0% | 0.080 | +22.73% | -2.17% | 11,574.6 | REITs |
H/2 CREDIT MANAGER LP's Historical Top Holdings Breakdowns
H/2 CREDIT MANAGER LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ALX | Alexander's Inc | 2025-03-31 | New Buy New Buy | +3.63% | 185.64 ($202.41) 219.2 | $254.66 | 25.81% | New holding | 65,322 | 65,322 | |
DRH | Diamondrock Hospitality Co | 2025-03-31 | Add Add | +2.74% | 7.64 ($8.45) 9.04 | $8.30 | -1.72% | Add 35.65% | 5,075,150 | 1,333,705 | |
PK | Park Hotels & Resorts Inc | 2025-03-31 | Add Add | +1.35% | 10.68 ($12.66) 14.19 | $11.55 | -8.77% | Add 13.85% | 3,903,750 | 475,000 | |
PEB | Pebblebrook Hotel Trust | 2025-03-31 | New Buy New Buy | +1.15% | 10.13 ($12.24) 14.01 | $10.82 | -11.60% | New holding | 246,483 | 246,483 | |
SHO | Sunstone Hotel Investors Inc | 2025-03-31 | Add Add | +0.50% | 9.41 ($10.84) 12.1 | $9.08 | -16.24% | Add 7.17% | 2,988,210 | 200,000 | |
INN | Summit Hotel Properties Inc | 2024-12-31 | Add Add | +3.05% | 6.06 ($6.57) 7.14 | $5.72 | -12.94% | Add 24.31% | 8,909,500 | 1,742,169 | |
DRH | Diamondrock Hospitality Co | 2024-12-31 | Add Add | +2.31% | 8.57 ($9.13) 9.74 | $8.30 | -9.04% | Add 36.48% | 3,741,445 | 1,000,000 | |
SHO | Sunstone Hotel Investors Inc | 2024-12-31 | Add Add | +1.81% | 10 ($10.91) 12.38 | $9.08 | -16.77% | Add 27.42% | 2,788,210 | 600,000 | |
VNO | Vornado Realty Trust | 2024-09-30 | Sold Out Sold Out | -7.14% | 25.5 ($32.17) 39.4 | $39.98 | 24.28% | Sold Out | 0 | -1,008,913 | |
INN | Summit Hotel Properties Inc | 2024-09-30 | Add Add | +3.82% | 5.67 ($6.36) 7 | $5.72 | -10.06% | Add 43.04% | 7,167,331 | 2,156,700 |
H/2 CREDIT MANAGER LP Total Holding History ($B)
H/2 CREDIT MANAGER LP's Asset Allocation
H/2 CREDIT MANAGER LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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H/2 CREDIT MANAGER LP's Holdings Bubble Chart
H/2 CREDIT MANAGER LP News
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