H/2 Credit Manager LP
H/2 Credit Manager LP is a hedge fund and institutional investment manager headquartered in Stamford, Connecticut. The firm manages credit-focused investment strategies and primarily serves institutional clients. As of March 2025, it manages approximately $5 billion in assets and employs around 22 professionals. The firm holds SEC registration, operates under Delaware law, and specializes in real estate and related credit investments.
Investment Strategy
H/2 Credit Manager LP focuses on credit-oriented investment strategies, with a particular emphasis on sectors such as real estate and related industries. Their approach includes a combination of direct lending, structured credit, and investing in publicly traded debt and equity securities that have underlying exposure to real assets. The firm emphasizes fundamental analysis, active portfolio management, and risk-adjusted returns for institutional investors.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VRE | VERIS RESIDENTIAL INC | 17.55% | $64.0M | 4,297,314 | $12.86 | $14.89 | -$8.7M |
D DHC | DIVERSIFIED HEALTHCARE TR | 14.65% | $53.4M | 14,917,366 | $3.16 | $3.58 | +$17.6M |
I INN | SUMMIT HOTEL PROPERTIES INC | 13.07% | $47.6M | 9,359,500 | $6.59 | $5.09 | -$560.0K |
R RLJ | RLJ LODGING TR | 12.59% | $45.9M | 6,304,257 | $12.98 | $7.28 | -$3.8M |
P PK | PARK HOTELS & RESORTS INC | 10.95% | $39.9M | 3,903,750 | $12.38 | $10.23 | -$1.8M |