H/2 Credit Manager LP 13F 持仓 · 2026年Q2
H/2 Credit Manager 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 16 只证券，申报市值合计 5.26 亿美元。前几大持仓：DHC（22.65%）、RLJ（21.58%）、INN（12.16%）。本季前 25 大持仓中：增持 1 只、减持 2 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DHC | DIVERSIFIED HEALTHCARE TR | $119.2M | 22.65% | 12.8M | 减持 |
| 2 | RLJ | RLJ LODGING TR | $113.6M | 21.58% | 9.6M | 持平 |
| 3 | INN | SUMMIT HOTEL PROPERTIES INC | $64.0M | 12.16% | 9.1M | 持平 |
| 4 | DRH | DIAMONDROCK HOSPITALITY CO | $48.5M | 9.22% | 4.0M | 减持 |
| 5 | PK | PARK HOTELS & RESORTS INC | $45.1M | 8.56% | 3.2M | 持平 |
| 6 | SHO | SUNSTONE HOTEL INVS INC NEW | $38.8M | 7.37% | 3.4M | 增持 |
| 7 | BXP | BXP INC | $17.8M | 3.38% | 268,110 | 持平 |
| 8 | SBRA | SABRA HEALTH CARE REIT INC | $17.6M | 3.34% | 900,000 | 持平 |
| 9 | KRG | KITE RLTY GROUP TR | $15.9M | 3.02% | 560,000 | 持平 |
| 10 | HST | HOST HOTELS & RESORTS INC | $13.9M | 2.64% | 586,032 | 持平 |
| 11 | HHH | HOWARD HUGHES HOLDINGS | $10.0M | 1.91% | 140,268 | 持平 |
| 12 | CLDT | CHATHAM LODGING TR | $7.9M | 1.50% | 595,000 | 持平 |
| 13 | KIM | KIMCO RLTY CORP | $7.6M | 1.44% | 300,000 | 持平 |
| 14 | BRX | BRIXMOR PPTY GROUP INC | $6.3M | 1.20% | 200,000 | 持平 |
| 15 | ALX | ALEXANDERS INC | $276,000 | 0.05% | 1,000 | 持平 |
| 16 | RLJPRA | RLJ LODGING TR | $49,000 | 0.01% | 2,000 | 持平 |
| 17 | PEBPRE | PEBBLEBROOK HOTEL TR | $0 | 0.00% | 0 | 清仓 |
| 18 | PEBPRF | PEBBLEBROOK HOTEL TR | $0 | 0.00% | 0 | 清仓 |
| 19 | VRE | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR