H/2 Credit Manager
Latest statistics and disclosures from H/2 Credit Manager's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VRE, DHC, RLJ, INN, DRH, and represent 67.05% of H/2 Credit Manager's stock portfolio.
- Added to shares of these 4 stocks: RLJ (+$24M), BXP (+$18M), VRE (+$18M), HHH (+$11M).
- Started 2 new stock positions in HHH, BXP.
- Reduced shares in these 5 stocks: DRH (-$9.0M), PK (-$7.8M), SHO, KIM, INN.
- H/2 Credit Manager was a net buyer of stock by $50M.
- H/2 Credit Manager has $457M in assets under management (AUM), dropping by 13.17%.
- Central Index Key (CIK): 0001813784
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Positions held by H/2 Credit Manager consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for H/2 Credit Manager
H/2 Credit Manager holds 19 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Mack-Cali Realty (VRE) | 17.8 | $81M | +27% | 5.5M | 14.88 |
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| Diversified Healthcare Tr Com Sh Ben Int (DHC) | 15.8 | $72M | 15M | 4.85 |
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| Rlj Lodging Trust (RLJ) | 15.6 | $71M | +52% | 9.6M | 7.45 |
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| Summit Hotel Properties (INN) | 9.7 | $44M | -2% | 9.1M | 4.87 |
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| DiamondRock Hospitality Company (DRH) | 8.0 | $37M | -19% | 4.1M | 8.96 |
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| Park Hotels & Resorts Inc-wi (PK) | 7.2 | $33M | -18% | 3.2M | 10.46 |
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| Sunstone Hotel Investors (SHO) | 5.5 | $25M | -6% | 2.8M | 8.94 |
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| Boston Properties (BXP) | 4.0 | $18M | NEW | 268k | 67.48 |
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| Sabra Health Care REIT (SBRA) | 3.7 | $17M | 900k | 18.94 |
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| Kite Rlty Group Tr (KRG) | 2.9 | $13M | 560k | 23.97 |
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| Howard Hughes Holdings (HHH) | 2.5 | $11M | NEW | 140k | 79.77 |
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| Host Hotels & Resorts (HST) | 2.3 | $10M | 586k | 17.73 |
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| Kimco Realty Corporation (KIM) | 1.3 | $6.1M | -16% | 300k | 20.27 |
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| Brixmor Prty (BRX) | 1.1 | $5.2M | 200k | 26.22 |
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| Pebblebrook Hotel Tr 6.3 Cum Pfd Sr F (PEB.PF) | 1.0 | $4.7M | 247k | 19.05 |
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| Chatham Lodging Trust (CLDT) | 0.9 | $4.1M | 595k | 6.81 |
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| Pebblebrook Hotel Tr 6.375 Pfd Ser E (PEB.PE) | 0.4 | $2.0M | 104k | 19.08 |
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| Alexander's (ALX) | 0.0 | $218k | 1.0k | 218.00 |
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| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $50k | 2.0k | 25.00 |
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Past Filings by H/2 Credit Manager
SEC 13F filings are viewable for H/2 Credit Manager going back to 2020
- H/2 Credit Manager 2025 Q4 filed Feb. 17, 2026
- H/2 Credit Manager 2025 Q3 filed Nov. 14, 2025
- H/2 Credit Manager 2025 Q2 filed Aug. 14, 2025
- H/2 Credit Manager 2025 Q1 filed May 15, 2025
- H/2 Credit Manager 2024 Q4 filed Feb. 14, 2025
- H/2 Credit Manager 2024 Q3 filed Nov. 14, 2024
- H/2 Credit Manager 2024 Q2 filed Aug. 14, 2024
- H/2 Credit Manager 2024 Q1 filed May 15, 2024
- H/2 Credit Manager 2023 Q4 filed Feb. 14, 2024
- H/2 Credit Manager 2023 Q3 filed Nov. 14, 2023
- H/2 Credit Manager 2023 Q2 filed Aug. 14, 2023
- H/2 Credit Manager 2023 Q1 filed May 15, 2023
- H/2 Credit Manager 2022 Q4 filed Feb. 14, 2023
- H/2 Credit Manager 2022 Q3 filed Nov. 14, 2022
- H/2 Credit Manager 2022 Q2 filed Aug. 15, 2022
- H/2 Credit Manager 2022 Q1 filed May 16, 2022