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.
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.
W. P. Carey Inc. completed a public offering of $350 million aggregate principal amount of 5.200% Senior Notes due 2036 on July 2, 2026. The company plans to use the net proceeds to repay $350 million of 4.250% Senior Notes due October 2026 and for other general corporate purposes, including repaying borrowings under its $2.0 billion unsecured revolving credit facility and funding potential future investments.
The new Senior Notes are direct, unsecured and unsubordinated obligations, ranking equally with W. P. Carey’s existing and future unsecured and unsubordinated debt. They bear interest at 5.200% per annum from July 2, 2026, with semi-annual payments each March 15 and September 15, starting March 15, 2027, and mature on September 15, 2036. The notes may be redeemed at a make-whole price, or at 100% of principal plus accrued interest if redeemed on or after June 15, 2036. The indenture includes covenants on unencumbered assets and indebtedness levels, as well as customary merger limitations and events of default.
W. P. Carey Inc. is offering $350,000,000 of 5.200% Senior Notes due 2036. The notes accrue interest at $5.200% per year from July 2, 2026, pay semiannually on March 15 and September 15, and mature on September 15, 2036. The company expects net proceeds of approximately $343 million, which it intends to use to repay its $350 million of 4.250% Senior Notes due October 1, 2026 and for general corporate purposes, including repayment of amounts outstanding under its unsecured revolving credit facility. The notes are senior unsecured obligations, rank equally with existing senior unsecured indebtedness, are issuable in book-entry form, and will not be listed on any exchange.
W. P. Carey Inc. is issuing $350 million aggregate principal amount of 5.200% Senior Notes due 2036 in an underwritten public offering. The Notes were priced at 99.015% of principal and are expected to settle on July 2, 2026, subject to customary closing conditions.
The company plans to use the net proceeds to repay $350 million of its 4.250% Senior Notes due October 2026 and for other general corporate purposes, including funding future investments and repaying other debt such as borrowings under its $2.0 billion unsecured revolving credit facility. Interest will be paid semi-annually on March 15 and September 15, beginning March 15, 2027.
W. P. Carey Inc. is offering senior unsecured notes pursuant to a preliminary prospectus supplement subject to completion. The supplement describes terms including an optional redemption feature (a pre‑Par Call make‑whole and a Par Call redemption), ranking as senior unsecured obligations and customary covenants limiting secured debt and requiring maintenance of unencumbered asset ratios.
The supplement states the company intends to use net proceeds to repay the $350 million aggregate principal amount outstanding of its 4.250% Senior Notes due October 1, 2026 and for general corporate purposes. The document discloses portfolio and liquidity context, including 1,703 properties, $1.6 billion contractual minimum ABR, 98.1% occupancy and approximately $2.84 billion liquidity as of March 31, 2026.
W. P. Carey Inc. reports that tenant Hellweg Die Profi-Baumärkte has filed for insolvency under self-administration. As of June 16, 2026, W. P. Carey net leased 16 properties to Hellweg with total annualized base rent of about $15.2 million, and Hellweg has paid rent through the end of May 2026.
The company holds bank guarantees covering three months of rent that can be drawn if rent is not paid. It has already signed binding agreements with other home improvement operators to lease eight of the 16 stores, representing annualized base rent of about $7.4 million, with new leases commencing upon any lease termination with Hellweg and including estimated downtime and free rent of three to nine months.
W. P. Carey is negotiating the re-lease or sale of most of the remaining eight stores and is maintaining its 2026 AFFO guidance range of $5.16 to $5.26 per diluted share, which reflects estimated potential rent loss from tenant credit events of $8 million to $12 million, inclusive of unpaid rents, downtime and free rent periods.
W. P. Carey Inc. held its 2026 annual stockholder meeting on June 11, 2026. On the March 23, 2026 record date, 219,288,368 shares of common stock were outstanding and entitled to vote.
Stockholders elected all nine director nominees, with each receiving significantly more votes “for” than “against.” They also approved, on a non-binding advisory basis, the compensation of the named executive officers by 143,555,213 votes for and 9,541,402 against, with 2,295,830 abstentions.
In a separate advisory vote on how often to hold future say-on-pay votes, stockholders expressed a preference for annual votes, with 148,581,678 votes cast for a one-year frequency, more than for two- or three-year alternatives. Stockholders also ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026, with 172,777,010 votes for and 12,710,399 against.
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.
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.
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.
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.