H/2 Credit Manager LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), H/2 Credit Manager LP reported 14 stock positions worth $371.3 million. Its top holding was Veris Residential (VRE) at 17.4% of the portfolio, followed by RLJ Lodging Trust (RLJ, 16.3%) and Park Hotels & Resorts (PK, 13.8%). Compared with Q1 2024, it added to 3. The biggest buy was Chatham Lodging Trust (CLDT, shares +129%).

Most Recent 13F
Q2 2026
Location
STAMFORD, CT
CIK
0001813784
Portfolio Value
$371.3M (Q2 2024)
SEC Filing
0001813784-24-000004 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $390.1M Q1 2024 Q2 2024: $371.3M $371.3M Q2 2024 Q3 2024: $387.2M Q3 2024 Q4 2024: $391.3M Q4 2024 Q1 2025: $370.3M Q1 2025 Q2 2025: $358.4M Q2 2025 Q3 2025: $396.3M Q3 2025 Q4 2025: $449.9M Q4 2025 Q1 2026: $492.9M Q1 2026 Q2 2026: $526.3M Q2 2026

Holdings 14 stocks · $371.3M
VRE Veris Residential Inc. 17.36% 4,297,314 $64.5M No change
RLJ RLJ Lodging Trust 16.35% 6,304,257 $60.7M No change
PK Park Hotels & Resorts Inc. 13.83% 3,428,750 $51.4M Add +5.2%
DHC Diversified Healthcare Trust 12.25% 14,917,366 $45.5M No change
INN Summit Hotel Properties Inc. 8.08% 5,010,631 $30.0M No change
VNO Vornado Realty Trust 7.14% 1,008,913 $26.5M No change
DRH Diamondrock Hospitality Co. 6.24% 2,741,445 $23.2M No change
SHO Sunstone Hotel Investors Inc. 6.16% 2,188,210 $22.9M No change
SBRA Sabra Health Care REIT Inc. 3.73% 900,000 $13.9M No change
HST Host Hotels & Resorts Inc. 2.84% 586,032 $10.5M No change
KIM Kimco Realty Corp. 1.87% 357,500 $7.0M Add +19.2%
SLG SL Green Realty Corp. 1.53% 100,000 $5.7M No change
CLDT Chatham Lodging Trust 1.37% 595,000 $5.1M Add +128.8%
BRX Brixmor Property Group Inc. 1.24% 200,000 $4.6M No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $50K (not counted above)
SecurityClassShares / PrincipalValueChange
RLJ LODGING TRUST (RLJ 1.95 PERP A) CUM CONV PFD A 2,000$50KNo change

Total filed on the 13F, all lines: $371.4M.

Portfolio Sells Q1 2024 → Q2 2024
None this quarter.

Portfolio Buys Q1 2024 → Q2 2024
CLDT Chatham Lodging Trust Add +128.8% 1.37% +0.69
KIM Kimco Realty Corp. Add +19.2% 1.87% +0.37
PK Park Hotels & Resorts Inc. Add +5.2% 13.83% −0.78

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$526.3MDHC, RLJ, INN, DRH, PK
Q1 2026 16$492.9MVRE, DHC, RLJ, INN, DRH
Q4 2025 16$449.9MVRE, DHC, RLJ, INN, DRH
Q3 2025 14$396.3MDHC, VRE, INN, RLJ, PK
Q2 2025 13$358.4MVRE, DHC, INN, RLJ, PK
Q1 2025 13$370.3MVRE, RLJ, INN, PK, DRH
Q4 2024 12$391.3MVRE, RLJ, INN, PK, DHC
Q3 2024 12$387.2MVRE, DHC, RLJ, INN, PK
Q2 2024 14$371.3MVRE, RLJ, PK, DHC, INN
Q1 2024 14$390.1MRLJ, VRE, PK, DHC, INN