H/2 CREDIT MANAGER LP

Q2 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
16
Total value ($000)
$526,349
Net value change ($000)
+26,676 (5.3%)
New positions
0
Sold out positions
3
Turnover %
20.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RLJ 42,454 59.7%
INN 23,638 58.6%
DHC 20,151 20.3%
SHO 13,652 54.3%
PK 11,766 35.3%
DRH 10,320 27.0%
BXP 3,863 27.8%
CLDT 3,189 68.1%
HST 2,667 23.8%
KRG 2,145 15.6%
Top Reduces (Value $000, Stocks/ETFs)
VRE -103,272 -100.0%
PEB -4,757 -100.0%
PEB -1,998 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type