H/2 Credit Manager LP
Net seller this quarter
$526M
15
-$117M
93.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DHC | $119M | 22.65% | 5.29% | -14.1% | Q4 2020 |
 RLJ | $114M | 21.58% | 6.29% | Not reported | Q4 2020 |
 INN | $64M | 12.16% | 8.46% | Not reported | Q3 2021 |
 DRH | $48.5M | 9.22% | 1.95% | -2.3% | Q2 2023 |
 PK | $45.1M | 8.56% | 1.57% | Not reported | Q4 2020 |
 SHO | $38.8M | 7.37% | 1.82% | +21.5% | Q3 2021 |
 BXP | $17.8M | 3.38% | 0.17% | Not reported | Q1 2026 |
 SBRA | $17.6M | 3.34% | 0.35% | Not reported | Q1 2023 |
 KRG | $15.9M | 3.02% | 0.28% | Not reported | Q4 2020 |
 HST | $13.9M | 2.64% | 0.09% | Not reported | Q4 2020 |
 HHH | $10M | 1.91% | 0.24% | Not reported | Q1 2026 |
 CLDT | $7.87M | 1.50% | 1.28% | Not reported | Q4 2020 |
 KIM | $7.61M | 1.44% | 0.04% | Not reported | Q4 2020 |
 BRX | $6.31M | 1.20% | 0.07% | Not reported | Q4 2020 |
 ALX | $276K | 0.05% | 0.02% | Not reported | Q1 2025 |
| Q1 2026 | |||||
| VRE | $103M | 20.67% | Not reported | Not reported | Q4 2020 |
| DHC | $99.1M | 19.82% | 6.16% | Not reported | Q4 2020 |
| RLJ | $71.1M | 14.23% | 6.31% | Not reported | Q4 2020 |
| INN | $40.3M | 8.07% | 8.42% | Not reported | Q3 2021 |
| DRH | $38.2M | 7.64% | 1.99% | Not reported | Q2 2023 |
| PK | $33.3M | 6.66% | 1.57% | Not reported | Q4 2020 |
| SHO | $25.1M | 5.03% | 1.49% | Not reported | Q3 2021 |
| SBRA | $17.3M | 3.46% | 0.36% | Not reported | Q1 2023 |
| BXP | $13.9M | 2.78% | 0.17% | New | Q1 2026 |
| KRG | $13.7M | 2.75% | 0.28% | Not reported | Q4 2020 |
| HST | $11.2M | 2.25% | 0.09% | Not reported | Q4 2020 |
| HHH | $8.87M | 1.78% | 0.24% | New | Q1 2026 |
| KIM | $6.74M | 1.35% | 0.04% | Not reported | Q4 2020 |
| BRX | $5.76M | 1.15% | 0.07% | Not reported | Q4 2020 |
| CLDT | $4.68M | 0.94% | 1.27% | Not reported | Q4 2020 |
| ALX | $236K | 0.05% | 0.02% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| DHC | $65.8M | 16.30% | 6.16% | Not reported | Q4 2020 |
| VRE | $65.3M | 16.19% | Not reported | Not reported | Q4 2020 |
| INN | $51.4M | 12.74% | 8.60% | Not reported | Q3 2021 |
| RLJ | $45.4M | 11.25% | 4.17% | Not reported | Q4 2020 |
| PK | $43.3M | 10.72% | 1.95% | Not reported | Q4 2020 |
| DRH | $40.4M | 10.01% | 2.49% | Not reported | Q2 2023 |
| SHO | $28M | 6.94% | 1.57% | Not reported | Q3 2021 |
| SBRA | $16.8M | 4.16% | 0.36% | Not reported | Q1 2023 |
| KRG | $12.5M | 3.10% | 0.26% | Not reported | Q4 2020 |
| HST | $9.97M | 2.47% | 0.09% | Not reported | Q4 2020 |
| KIM | $7.81M | 1.94% | 0.05% | Not reported | Q4 2020 |
| BRX | $5.54M | 1.37% | 0.07% | Not reported | Q4 2020 |
| CLDT | $3.99M | 0.99% | 1.22% | Not reported | Q4 2020 |
| ALX | $234K | 0.06% | 0.02% | Not reported | Q1 2025 |
| Q2 2025 | |||||
| VRE | $64M | 17.55% | Not reported | Not reported | Q4 2020 |
| DHC | $53.4M | 14.65% | 6.18% | Not reported | Q4 2020 |
| INN | $47.6M | 13.07% | 8.60% | +5.1% | Q3 2021 |
| RLJ | $45.9M | 12.59% | 4.17% | Not reported | Q4 2020 |
| PK | $39.9M | 10.95% | 1.95% | Not reported | Q4 2020 |
| DRH | $38.9M | 10.66% | 2.47% | Not reported | Q2 2023 |
| SHO | $25.9M | 7.11% | 1.57% | Not reported | Q3 2021 |
| SBRA | $16.6M | 4.55% | 0.38% | Not reported | Q1 2023 |
| HST | $9M | 2.47% | 0.09% | Not reported | Q4 2020 |
| KIM | $7.52M | 2.06% | 0.05% | Not reported | Q4 2020 |
| BRX | $5.21M | 1.43% | 0.07% | Not reported | Q4 2020 |
| CLDT | $4.15M | 1.14% | 1.21% | Not reported | Q4 2020 |
| ALX | $225K | 0.06% | 0.02% | -98.5% | Q1 2025 |