H/2 Credit Manager LP reported 16 positions worth $526.35M for the quarter ended Jun 30, 2026, up 33.5% on the prior quarter. It opened 0 new positions, added to 1, trimmed 2 and exited 1. Its largest holding is Diversified Healthcare Trust at 22.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| SHO Sunstone Hotel Investors, Inc. | +598.2K +21.5% | $6.85M | 7.37% |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PEB-F Pebblebrook Hotel Trust, 6.300%, Perp. | -246.5K | $4.76M | 1.21% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DHC Diversified Healthcare Trust | Real Estate | 12.82M | $119.20M | 22.65% | -2.10M | -14.1% | Reduced | 5.29% |
| 2 | RLJ RLJ Lodging Trust | Real Estate | 9.58M | $113.56M | 21.58% | 0 | 0.0% | Unchanged | 6.29% |
| 3 | INN Summit Hotel Properties, Inc. | Real Estate | 9.13M | $63.98M | 12.16% | 0 | 0.0% | Unchanged | 8.46% |
| 4 | DRH DiamondRock Hospitality Co | Real Estate | 3.98M | $48.50M | 9.22% | -92.9K | -2.3% | Reduced | 1.94% |
| 5 | PK Park Hotels & Resorts Inc. | Real Estate | 3.16M | $45.07M | 8.56% | 0 | 0.0% | Unchanged | 1.57% |
| 6 | SHO Sunstone Hotel Investors, Inc. | Real Estate | 3.39M | $38.77M | 7.37% | +598.2K | +21.5% | Added | 1.82% |
| 7 | BXP BXP, Inc. | Real Estate | 268.1K | $17.78M | 3.38% | 0 | 0.0% | Unchanged | 0.17% |
| 8 | SBRA Sabra Health Care REIT, Inc. | Real Estate | 900.0K | $17.56M | 3.34% | 0 | 0.0% | Unchanged | 0.35% |
| 9 | KRG Kite Realty Group Trust | Real Estate | 560.0K | $15.89M | 3.02% | 0 | 0.0% | Unchanged | 0.28% |
| 10 | HST Host Hotels & Resorts, Inc. | Real Estate | 586.0K | $13.90M | 2.64% | 0 | 0.0% | Unchanged | 0.09% |
| 11 | HHH Howard Hughes Holdings Inc. | Real Estate | 140.3K | $10.03M | 1.91% | 0 | 0.0% | Unchanged | 0.24% |
| 12 | CLDT Chatham Lodging Trust | Real Estate | 595.0K | $7.87M | 1.5% | 0 | 0.0% | Unchanged | 1.28% |
| 13 | KIM Kimco Realty Corp | Real Estate | 300.0K | $7.61M | 1.44% | 0 | 0.0% | Unchanged | 0.04% |
| 14 | BRX Brixmor Property Group Inc. | Real Estate | 200.0K | $6.31M | 1.2% | 0 | 0.0% | Unchanged | 0.07% |
| 15 | ALX Alexanders Inc | Real Estate | 1,000 | $276.00K | 0.052% | 0 | 0.0% | Unchanged | 0.02% |
Tip. Select a row to see that position’s full history at H.
As of its Q2 2026 13F filing, H/2 Credit Manager LP’s five largest positions were Diversified Healthcare Trust (DHC) at 22.6%, RLJ Lodging Trust (RLJ) at 21.6%, Summit Hotel Properties, Inc. (INN) at 12.2%, DiamondRock Hospitality Co (DRH) at 9.2%, Park Hotels & Resorts Inc. (PK) at 8.6% of the reported portfolio.
H/2 Credit Manager LP reported a 13F portfolio worth $526.35M across 16 positions for Q2 2026. That is up 33.5% from the previous quarter.
Its largest purchases by value were Sunstone Hotel Investors, Inc. ($6.85M). It opened 0 new positions.
Its largest sales by value were Diversified Healthcare Trust ($19.53M), Pebblebrook Hotel Trust, 6.300%, Perp. ($4.76M), DiamondRock Hospitality Co ($1.13M). It exited 1 positions entirely.
From the Form 13F-HR reports H/2 Credit Manager LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.