H/2 CREDIT MANAGER LP
13F Reported Value
ⓘ$526.3M
Holdings
16
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
H/2 CREDIT MANAGER LP disclosed 16 positions worth $526.3M in its Form 13F-HR for Q2 2026, led by $DHC (DIVERSIFIED HEALTHCARE TRUST) at 22.6% of the equity portfolio, followed by $RLJ and $INN. During the quarter the fund opened 0 new positions and exited 3 and a full exit from $VRE. The portfolio is most concentrated in Real Estate (84.1% of disclosed assets). All figures are sourced directly from H/2 CREDIT MANAGER LP’s Form 13F-HR filing with the SEC under CIK 1813784.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 31.3#2,532
Quality
$119.2M12,817,366 sh - 49.2#1,705
Quality
$113.6M9,583,184 sh - 44.6#1,953
Quality
$64.0M9,126,700 sh - 56.3
Quality
$48.5M3,982,284 sh - 41.1
Quality
$45.1M3,162,710 sh - 51.5
Quality
$38.8M3,386,394 sh - 59.2
Quality
$17.8M268,110 sh - 52.0
Quality
$17.6M900,000 sh - 58.9
Quality
$15.9M560,000 sh - 67.3
Quality
$13.9M586,032 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 31.3#2,532 | $119.2M | 12,817,366 | |
| 49.2#1,705 | $113.6M | 9,583,184 | |
| 44.6#1,953 | $64.0M | 9,126,700 | |
| 56.3 | $48.5M | 3,982,284 | |
| 41.1 | $45.1M | 3,162,710 | |
| 51.5 | $38.8M | 3,386,394 | |
| 59.2 | $17.8M | 268,110 | |
| 52.0 | $17.6M | 900,000 | |
| 58.9 | $15.9M | 560,000 | |
| 67.3 | $13.9M | 586,032 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of H/2 CREDIT MANAGER LP's 16 positions.
Showing top 10 of 16 holdings.
Sector Allocation
Real Estate
$442.5M
Consumer Discretionary
$83.8M
Full Holdings — H/2 CREDIT MANAGER LP (Q2 2026)
All 16 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | DIVERSIFIED HEALTHCARE TRUST | $119.2M | 22.6% | -14% | 31.3 | |
| 2 | RLJ Lodging Trust | $113.6M | 21.6% | +0% | 49.2 | |
| 3 | Summit Hotel Properties, Inc. | $64.0M | 12.2% | +0% | 44.6 | |
| 4 | DiamondRock Hospitality Co | $48.5M | 9.2% | -2% | 56.3 | |
| 5 | Park Hotels & Resorts Inc. | $45.1M | 8.6% | +0% | 41.1 | |
| 6 | Sunstone Hotel Investors, Inc. | $38.8M | 7.4% | +21% | 51.5 | |
| 7 | BXP, Inc. | $17.8M | 3.4% | +0% | 59.2 | |
| 8 | Sabra Health Care REIT, Inc. | $17.6M | 3.3% | +0% | 52 | |
| 9 | KITE REALTY GROUP TRUST | $15.9M | 3.0% | +0% | 58.9 | |
| 10 | HOST HOTELS & RESORTS, INC. | $13.9M | 2.6% | +0% | 67.3 | |
| 11 | Howard Hughes Holdings Inc. | $10.0M | 1.9% | +0% | 70.9 | |
| 12 | Chatham Lodging Trust | $7.9M | 1.5% | +0% | 48.8 | |
| 13 | KIMCO REALTY CORP | $7.6M | 1.4% | +0% | 64.5 | |
| 14 | Brixmor Property Group Inc. | $6.3M | 1.2% | +0% | 64.2 | |
| 15 | ALEXANDERS INC | $276,000 | 0.1% | +0% | 55.3 | |
| 16 | RLJ Lodging Trust | $49,000 | 0.0% | +0% | 49.2 |
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AI-Powered Hedge Fund Analysis: H/2 CREDIT MANAGER LP
13F Pro is an AI hedge fund tracker and stock research platform. For H/2 CREDIT MANAGER LP (SEC CIK: 1813784), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in H/2 CREDIT MANAGER LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.