Zevin Asset Management LLC W. P. Carey Inc. Transaction History

Zevin Asset Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 07, 2020	SELL	$43.86 - $88.27 $147,588 - $297,028	-3,365 Closed	0 $0
Q3 2019 Nov 05, 2019	SELL	$80.33 - $91.62 $260,670 - $297,306	-3,245 Reduced 49.09%	3,365 $301,000
Q1 2019 Apr 29, 2019	SELL	$64.14 - $78.88 $264,577 - $325,380	-4,125 Reduced 38.43%	6,610 $518,000
Q4 2018 Feb 05, 2019	SELL	$62.88 - $70.58 $8,803 - $9,881	-140 Reduced 1.29%	10,735 $701,000
Q3 2018 Nov 05, 2018	SELL	$63.87 - $67.94 $27,464 - $29,214	-430 Reduced 3.8%	10,875 $699,000
Q2 2018 Aug 08, 2018	BUY	$61.13 - $67.65 $111,256 - $123,123	1,820 Added 19.19%	11,305 $750,000
Q1 2018 Apr 30, 2018	SELL	$59.24 - $68.47 $56,278 - $65,046	-950 Reduced 9.1%	9,485 $588,000
Q4 2017 Feb 05, 2018	SELL	$67.77 - $72.32 $169,425 - $180,799	-2,500 Reduced 19.33%	10,435 $719,000
Q3 2017 Oct 30, 2017	BUY	$65.87 - $69.93 $852,028 - $904,544	12,935	12,935 $872,000

872

145M

996K

734K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.9B
Description
W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. For nearly five decades, the company has invested ...

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