H/2 Capital Partners is an SEC-registered investment adviser based in Stamford, CT that reports managing 6 hedge funds on Form ADV. It reports $4.5 billion in regulatory assets under management. Its private funds, of all types, hold $4.5 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +31.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +30.2% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $4.5 billionForm ADV Item 5.F
- Gross assets of private funds
- $4.5 billionAll private fund types, Form ADV
- Hedge funds managed
- 66 private funds in total
- Employees
- 18Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 133693
- Latest Form ADV
- 03/31/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +19.9% | +14.8% |
| Q1 2026 | +9.4% | -4.6% |
| Q4 2025 | +0.7% | +2.4% |
| Q3 2025 | +7.4% | +7.8% |
| Q2 2025 | -0.1% | +10.4% |
| Q1 2025 | -13.3% | -4.5% |
| Q4 2024 | -6.2% | +2.1% |
| Q3 2024 | +12.9% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Diversified Healthcare TR$119.2 million
- RLJ Lodging TR$113.6 million
- Summit Hotel Pptys Inc$64.0 million
- Diamondrock Hospitality Co$48.5 million
- Park Hotels & Resorts Inc$45.1 million
- Sunstone Hotel Invs Inc New$38.8 million
- BXP Inc$17.8 million
- Sabra Health Care Reith$17.6 million
- Kite Realty Group Trust$15.9 million
- Host Hotels & Resorts$13.9 million
As of 2026-06-30, from 13F filing by H/2 Credit Manager LP.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures