H2

H/2 CREDIT MANAGER LP

13F
H/2 CREDIT MANAGER LP
Last update 2024-08-14 15 Stocks (0 new)
Value $371.00 Mil Turnover 2 %
Countries:
Top Holdings: VRE(17.36%)RLJ(16.35%)PK(13.83%)DHC(12.25%)INN(8.08%)
Portfolio Report
Summary Stock Picks Current Portfolio
H/2 CREDIT MANAGER LP Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VRE 		Veris Residential Inc
4,297,314
64460.000
0%
17.360
0%
4.630
+8.93%
+8.36%
1565.389
REITs
RLJ 		RLJ Lodging Trust
6,304,257
60710.000
0%
16.350
0%
4.070
+0.82%
-21.42%
1376.979
REITs
PK 		Park Hotels & Resorts Inc
3,428,750
51360.000
+5.18%
13.830
+0.68%
1.640
+6.42%
-2.11%
2945.394
REITs
DHC 		Diversified Healthcare Trust
14,917,366
45500.000
0%
12.250
0%
6.200
-8.59%
-23.27%
682.809
REITs
INN 		Summit Hotel Properties Inc
5,010,631
30010.000
0%
8.080
0%
4.620
+1.07%
-6.60%
657.011
REITs
VNO 		Vornado Realty Trust
1,008,913
26520.000
0%
7.140
0%
0.530
+56.77%
+51.33%
8150.247
REITs
DRH 		Diamondrock Hospitality Co
2,741,445
23170.000
0%
6.240
0%
1.320
+10.71%
-5.86%
1813.504
REITs
SHO 		Sunstone Hotel Investors Inc
2,188,210
22890.000
0%
6.160
0%
1.080
+10.41%
-0.75%
2114.772
REITs
SBRA 		Sabra Health Care REIT Inc
900,000
13860.000
0%
3.730
0%
0.380
+19.38%
+39.88%
4440.734
REITs
HST 		Host Hotels & Resorts Inc
586,032
10540.000
0%
2.840
0%
0.080
+12.10%
-6.38%
12398.073
REITs

H/2 CREDIT MANAGER LP's Historical Top Holdings Breakdowns

H/2 CREDIT MANAGER LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CLDT 		Chatham Lodging Trust2024-06-30Add
+0.77%
●
8.15 ($8.99) 10.14
$7.90
-12.12%
Add 128.85%
595,000
335,000
PK 		Park Hotels & Resorts Inc2024-06-30Add
+0.68%
●
14.63 ($16.01) 17.77
$14.27
-10.87%
Add 5.18%
3,428,750
168,750
KIM 		Kimco Realty Corp2024-06-30Add
+0.30%
●
17.6 ($18.73) 19.53
$24.65
31.61%
Add 19.17%
357,500
57,500
RLJpA.PFD 		RLJ Lodging Trust2024-03-31Reduce
-3.23%
●
24.49 ($24.94) 25.2
$25.71
3.09%
Reduce -99.62%
2,000
-521,881
KIM 		Kimco Realty Corp2024-03-31New Buy
+1.51%
●
18.8 ($19.89) 21.28
$24.65
23.93%
New holding
300,000
300,000
CLDT 		Chatham Lodging Trust2024-03-31New Buy
+0.67%
●
9.88 ($10.43) 10.99
$7.90
-24.26%
New holding
260,000
260,000
HST 		Host Hotels & Resorts Inc2023-12-31Reduce
-3.50%
●
15.05 ($17.16) 20.17
$17.65
2.86%
Reduce -57.35%
586,032
-788,000
VRE 		Veris Residential Inc2023-12-31Reduce
-1.83%
●
13.22 ($14.89) 16.28
$16.85
13.16%
Reduce -8.52%
4,297,314
-400,000
SHO 		Sunstone Hotel Investors Inc2023-12-31Reduce
-1.04%
●
9.04 ($9.86) 11.05
$10.40
5.48%
Reduce -15.45%
2,188,210
-400,000
INN 		Summit Hotel Properties Inc2023-12-31Add
+0.14%
●
5.37 ($6.15) 6.84
$6.06
-1.46%
Add 1.7%
5,010,631
83,700

H/2 CREDIT MANAGER LP Total Holding History ($B)

To

H/2 CREDIT MANAGER LP's Asset Allocation

To

H/2 CREDIT MANAGER LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

H/2 CREDIT MANAGER LP's Hypothetical Growth since 2024-06-30

H/2 CREDIT MANAGER LP's Yearly Returns

Year Portfolio % % Excess Gain %

H/2 CREDIT MANAGER LP's Holdings Heat Map

Size field:

H/2 CREDIT MANAGER LP's Holdings Bubble Chart

H/2 CREDIT MANAGER LP News

  • 1

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