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W.P. Carey Inc. SEC Filings

WPC NYSE

W.P. Carey Inc. filings document the reporting record of an internally managed net lease REIT that owns commercial real estate leased to corporate tenants, primarily in the United States and Europe. Form 8-K filings cover operating results, AFFO and supplemental financial information, investment volume, Regulation FD materials and business updates tied to sale-leasebacks, build-to-suits and single-tenant property acquisitions.

The company’s SEC disclosures also describe capital-structure activity, including common stock offerings, forward sale agreements, senior unsecured notes, credit agreement amendments and shelf registration materials. Proxy filings cover governance, executive compensation and shareholder voting matters, while periodic and event disclosures frame risks related to real estate ownership, tenant leases, financing and REIT status.

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W. P. Carey Inc. reported year-to-date 2026 investment volume of approximately $1.1 billion, reflecting capital deployed into new net lease real estate deals. This includes about $400 million of investments completed after the company released its first quarter 2026 results on April 28, 2026.

The company highlighted a major sale-leaseback closed on May 8, 2026 with newly branded GardenCore, covering a 43-property manufacturing portfolio across 24 U.S. states. The portfolio is triple-net master leased to GardenCore for 20 years with fixed annual rent escalations, and constitutes all of GardenCore’s owned real estate, contributing a significant share of its revenue.

Based on completed transactions, scheduled capital investments and commitments for the remainder of 2026, and its current pipeline, W. P. Carey stated it has visibility into total 2026 investment volume of approximately $1.5 billion. As of March 31, 2026, its portfolio comprised 1,703 net lease properties totaling about 185 million square feet.

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W. P. Carey Inc. Chief Accounting Officer Brian H. Zander reported an open-market sale of 433 shares of Common Stock at $74.00 per share. After this May 6, 2026 transaction, he directly holds 13,882.3673 shares of W. P. Carey common stock.

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WP Carey Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 12,074,281 shares of Common Stock, representing 5.50% of the class. The filer reports sole dispositive power over 12,074,281 shares and sole voting power over 2,081,091 shares. The filing lists Vanguard affiliates as having dispositive or voting power on behalf of managed funds and accounts.

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W. P. Carey Inc. reported higher first‑quarter 2026 earnings driven by rent growth, acquisitions, and asset sales. Total revenues were $454.5 million, up from $409.9 million a year earlier, as lease revenues and income from finance leases both increased.

Net income attributable to W. P. Carey rose to $176.3 million, or $0.80 per diluted share, compared with $125.8 million, or $0.57, in 2025. Results included $54.1 million of gains on property sales and $40.0 million of real estate impairment charges.

The company invested $492.3 million in new properties and build‑to‑suit projects and sold 19 properties for $156.7 million, including its remaining 11 self‑storage assets. Operating cash flow was $283.2 million. At March 31, 2026, total assets were $18.2 billion, debt was $8.75 billion, and the portfolio was 98.1% occupied with a 12.1‑year weighted‑average lease term. The board declared a quarterly dividend of $0.930 per share.

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WP Carey Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 19,177,397 shares of Common Stock, representing 8.74% of the class. The filing states Vanguard has sole dispositive power over 19,177,397 shares and sole voting power over 26,221 shares.

The Schedule 13G is signed by Ashley Grim on 04/29/2026 and describes holdings held on behalf of Vanguard funds and managed accounts under Vanguard Portfolio Management.

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W. P. Carey Inc. reported solid first-quarter 2026 growth and raised its full-year outlook. Revenues including reimbursable costs reached $454.5 million, up 10.9% from $409.9 million a year earlier, driven mainly by net investment activity and rent escalations. Net income attributable to W. P. Carey was $176.3 million, or $0.80 per diluted share, up 40.1% from $125.8 million, helped by higher gains on foreign debt remeasurement, lower credit loss allowances and gains on real estate sales. AFFO was $288.7 million, or $1.30 per diluted share, an 11.1% increase from $1.17.

The company raised its 2026 AFFO guidance to $5.16–$5.26 per diluted share, supported by expected full-year investment volume of $1.5 billion to $2.0 billion. Year-to-date investment volume totaled $682.0 million, with $585.3 million completed in the quarter and $178.8 million of active capital investments and commitments scheduled for completion in 2026. Dispositions generated $162.6 million of gross proceeds, including $75.2 million from selling the final 11 self-storage operating properties.

Capital structure remained diversified and flexible. The company completed an underwritten equity offering of 6.9 million shares via forward sale agreements for gross proceeds of $496.8 million, settled $247.1 million of forward equity and retained $653.5 million of forward equity capacity. It issued €500 million of 3.250% notes due 2031 and €500 million of 3.750% notes due 2035, and repaid €500 million of 2.250% notes due 2026. At March 31, 2026, net debt was $8.69 billion, net debt to enterprise value was 36.5%, liquidity was $2.84 billion and occupancy on 1,703 net-leased properties was 98.1% with a 12.1-year weighted-average lease term.

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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.

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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.

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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.

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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.

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FAQ

How many W.P. Carey (WPC) SEC filings are available on StockTitan?

StockTitan tracks 63 SEC filings for W.P. Carey (WPC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for W.P. Carey (WPC)?

The most recent SEC filing for W.P. Carey (WPC) was filed on May 12, 2026.