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.
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
The forward sale agreements are expected to be physically settled within approximately
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
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.
W. P. Carey Inc. Managing Director Gino M. Sabatini reported a small tax-related share disposal. On February 15, 2026, he disposed of 1 share of common stock at $74.20 through tax withholding to cover liabilities from vesting restricted stock units. Following this, he directly owned 643,178.67 common shares. Indirect holdings reported included 1,404 shares held by his son, 169,749 shares held by Sabatini 2020 LP, and 847.9463 shares held by his daughter.
W. P. Carey Inc. CFO ToniAnn Sanzone reported multiple tax-withholding dispositions of common stock tied to vesting and settlement of restricted stock units. On February 15, 2026, she disposed of 5,321 shares at $74.20 per share across several transactions.
These share dispositions satisfied tax liabilities on RSU grants originally awarded between January 2023 and January 2025. After the final transaction, she held 180,948 shares of W. P. Carey common stock directly.
W. P. Carey is offering 6,000,000 shares of common stock through forward sale agreements with BofA Securities and J.P. Morgan. The banks or their affiliates will borrow and sell the shares to underwriters, and W. P. Carey will not initially receive cash.
The company expects to physically settle the forward sale agreements within about 24 months, at which time it would issue shares and receive proceeds, with potential dilution to earnings and AFFO per share. A 30‑day underwriter option covers up to 900,000 additional shares.
Net proceeds from any forward settlement are intended for future real estate investments, debt repayment (including amounts under a $2.0 billion revolving credit facility, with about $870 million drawn at a 3.7% weighted average interest rate as of February 13, 2026), and general corporate purposes. Shares outstanding were 219,169,601 as of February 13, 2026.
W. P. Carey Inc. is offering €500,000,000 of 3.250% Senior Notes due 2031 and €500,000,000 of 3.750% Senior Notes due 2035, both issued in minimum €100,000 denominations and ranking as senior unsecured debt.
The notes are euro-denominated, pay annual interest starting in 2026, and may be redeemed early at the company’s option, including make‑whole and par call features. Estimated net proceeds of about €981 million are intended mainly to repay €500 million of 2.250% notes due 2026 and reduce borrowings under W. P. Carey’s revolving credit facility and euro term loan, with the balance for general corporate purposes.