Welcome to our dedicated page for W.P. Carey SEC filings (Ticker: WPC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for W. P. Carey Inc. (NYSE: WPC), a net lease real estate investment trust focused on single-tenant industrial, warehouse and retail properties in the U.S. and Europe. As a Maryland corporation and public REIT, W. P. Carey files periodic and current reports under Commission File Number 001-13779.
In its SEC filings, W. P. Carey reports detailed information about its net lease portfolio, operating properties, lease revenues, income from finance leases and loans receivable, and other lease-related income. Annual reports on Form 10-K and quarterly reports on Form 10-Q typically include discussions of portfolio composition, occupancy, weighted-average lease term, contractual rent escalations and geographic exposure, as well as risk factors and management’s analysis of financial condition and results of operations.
Current reports on Form 8-K, examples of which are listed in the recent filings, disclose material events such as quarterly and year-to-date financial results, updates on investment and disposition activity, changes in board composition, and capital markets transactions. These include earnings releases, supplemental financial information, investor presentations and details of senior unsecured note offerings and related underwriting agreements and indentures.
Investors interested in WPC’s capital structure can review filings describing senior unsecured notes, unsecured revolving credit facilities, term loans and non-recourse mortgages, along with related covenants. Filings also reference the use of at-the-market equity programs subject to forward sale agreements as a source of equity capital. Proxy materials and other governance-related filings, when available, provide additional insight into board composition, executive compensation and corporate governance practices.
On Stock Titan, W. P. Carey’s SEC filings are presented with real-time updates from EDGAR and AI-powered summaries that highlight key points from lengthy documents. These summaries can help readers quickly identify important information in 10-Ks, 10-Qs, 8-Ks and other filings, while links to the full text allow for deeper review. Users researching WPC can use this page to follow regulatory disclosures on portfolio performance, financing activities and other material developments affecting the company.
GASS RHONDA reported acquisition or exercise transactions in this Form 4 filing.
W. P. Carey Inc. director Rhonda Gass received an award of 396 shares of common stock valued at $69.39 per share. The shares were granted under the company’s Non-Employee Director Stock Election Plan in lieu of director fees and will be paid at the end of the deferral period she selected.
After this award, she directly holds a total of 11,428 common shares. Her holdings also include 135 dividend equivalent rights related to deferred shares under the Deferred Compensation Plan for Non-Employee Directors, with each right economically equivalent to one common share and payable at the end of her chosen deferred period.
W. P. Carey Inc. reported that it completed first quarter 2026 investment volume of approximately $580 million, focused on single-tenant warehouse, industrial and retail net lease properties across Europe, Canada and the U.S.
The company highlighted an approximately $210 million sale-leaseback of 14 auto dealerships in Western Canada, net leased to Go Auto, which ranked as its 22nd largest tenant by ABR at the time of investment. It also has capital investments and commitments totaling approximately $170 million scheduled for the remainder of 2026.
On March 11, 2026, W. P. Carey amended its credit agreement, replacing a €215 million term loan with a new CAD$347 million term loan under the same terms. The CAD facility, primarily used to finance the Go Auto investment, bears a floating rate of Term CORRA + 80 basis points, for an all-in rate of approximately 3.1% as of March 30, and also improved revolver pricing by 5 basis points.
The Vanguard Group filed Amendment No. 13 to a Schedule 13G/A reporting 0 shares and 0% beneficial ownership of WP Carey Inc common stock. The filing notes an internal realignment effective January 12, 2026 and states certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538 (January 12, 1998).
The filing is signed by Ashley Grim (Head of Global Fund Administration) on 03/27/2026.
W. P. Carey Inc. presents its 2026 proxy focused on board elections, executive pay and auditor ratification, following a strong 2025. The company completed a record $2.1 billion of investments and generated $4.97 AFFO per share, a 5.7% increase, while ending the year with $2.2 billion of liquidity.
Shareholders received $3.62 per share in dividends, supporting a yield above 5%, and total shareholder return reached 25%, significantly ahead of the MSCI US REIT index. Governance features include an independent chair, eight of nine directors independent, annual say‑on‑pay, proxy access and robust ESG, cybersecurity and AI oversight.
W. P. Carey Inc. completed a €1.0 billion senior unsecured notes offering, split between €500 million of 3.250% notes due 2031 and €500 million of 3.750% notes due 2035. The company plans to use the proceeds to repay €500 million of 2.250% notes due April 2026 and for general corporate purposes, including repayment of amounts under its $2.0 billion unsecured revolving credit facility and a €215 million term loan due February 2028, and to fund potential future investments.
Separately, under a previously announced equity offering, underwriters fully exercised a 900,000-share option, bringing the total common stock sold to 6,900,000 shares at $71.38 per share to the underwriters, for total gross proceeds of $496.8 million.
W. P. Carey Inc. entered into an underwriting and forward sale structure for an underwritten public offering of 6,000,000 shares of common stock at $71.38 per share, for gross proceeds of about $432 million, offered on a forward basis through Bank of America and JPMorgan affiliates.
The underwriters have a 30-day option to purchase up to an additional 900,000 shares. Under forward sale agreements, the company expects to physically settle and issue the shares within roughly 24 months in exchange for cash based on the forward sale price, though it can elect cash or net share settlement.
The company plans to use any net proceeds from settling the forward agreements and any direct share sales to fund potential future investments, repay certain indebtedness, including its unsecured revolving credit facility, and for general corporate purposes.
W. P. Carey is registering 6,000,000 shares of common stock to be sold by forward purchasers under forward sale agreements, with a 30-day option for an additional 900,000 shares. The initial forward sale price is $71.38 per share and the offering contemplates approximately $428.28M of proceeds to the Company upon full physical settlement.
The forward sale agreements are expected to be physically settled within approximately 24 months (subject to acceleration and adjustment), but the Company will not initially receive proceeds; it may elect physical, cash or net share settlement. Shares outstanding as of February 13, 2026 are stated as 219,169,601, rising to 225,169,601 upon full physical settlement (assumes full physical settlement and no other adjustments).
W. P. Carey Inc. Chief Accounting Officer Brian H. Zander reported two tax-withholding dispositions of common stock tied to restricted stock unit (RSU) vesting. On February 15, 2026, 159 and 476 shares were withheld at $74.20 per share to cover tax liabilities from RSUs granted in January 2023 and January 2025.
W. P. Carey Inc. Managing Director Gordon G. Brooks reported four tax-withholding dispositions of common stock on February 15, 2026. In total, 3,025 shares were withheld at $74.20 per share to satisfy tax liabilities tied to vesting and settlement of restricted stock units granted on January 24, 2023, January 23, 2024, and January 21, 2025. After these transactions, he directly owned 170,132.31 shares of W. P. Carey common stock.
W. P. Carey Inc. Managing Director Gregory Jeremiah reported tax-related share withholdings, not open-market sales. On February 15, 2026, he had four Form 4 transactions coded “F,” where common shares were withheld at $74.20 per share to cover tax liabilities tied to vesting restricted stock units granted in 2023 and 2024. After these dispositions, he directly owned 94,319.789 common shares of W. P. Carey.