H/2 CREDIT MANAGER LP
STAMFORD CT · SEC CIK 0001813784
$5.26亿2026Q2 申报市值
16持仓数
93.9%前十大占比 · 第一大 22.6%
0 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SHO 加仓+$684.92万
2026Q2 卖出最多 按季末市值估算
VERIS RESIDENTIA 清仓-$1.03亿
DHC 减仓-$1,953.01万
PEBBLEBROOK HOTE 清仓-$475.70万
PEBBLEBROOK HOTE 清仓-$199.80万
DRH 减仓-$113.11万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -5,472,814 | -100.0% | -$1.03亿 | 清仓 |
| — | PEBBLEBROOK HOTEL TR | $0 | 0.00% | 0 | -246,483 | -100.0% | -$475.70万 | 清仓 |
| — | PEBBLEBROOK HOTEL TR | $0 | 0.00% | 0 | -104,015 | -100.0% | -$199.80万 | 清仓 |
| — | RLJ LODGING TR | $4.90万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| ALX | ALEXANDERS INC | $27.60万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $630.60万 | 1.20% | 200,000 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO RLTY CORP | $760.50万 | 1.44% | 300,000 | 0 | 0.0% | — | 不变 |
| CLDT | CHATHAM LODGING TR | $787.20万 | 1.50% | 595,000 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS | $1,002.80万 | 1.91% | 140,268 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $1,389.50万 | 2.64% | 586,032 | 0 | 0.0% | — | 不变 |
| KRG | KITE RLTY GROUP TR | $1,589.30万 | 3.02% | 560,000 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $1,755.90万 | 3.34% | 900,000 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1,777.80万 | 3.38% | 268,110 | 0 | 0.0% | — | 不变 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $3,877.40万 | 7.37% | 3,386,394 | 598,184 | 21.5% | $684.92万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $4,506.90万 | 8.56% | 3,162,710 | 0 | 0.0% | — | 不变 |
| DRH | DIAMONDROCK HOSPITALITY CO | $4,850.40万 | 9.22% | 3,982,284 | -92,866 | -2.3% | -$113.11万 | 减仓 |
| INN | SUMMIT HOTEL PROPERTIES INC | $6,397.80万 | 12.16% | 9,126,700 | 0 | 0.0% | — | 不变 |
| RLJ | RLJ LODGING TR | $1.14亿 | 21.58% | 9,583,184 | 0 | 0.0% | — | 不变 |
| DHC | DIVERSIFIED HEALTHCARE TR | $1.19亿 | 22.65% | 12,817,366 | -2,100,000 | -14.1% | -$1,953.01万 | 减仓 |