
NEW YORK, Jan. 27, 2026 /PRNewswire/ -- W. P. Carey Inc. (W. P. Carey, NYSE: WPC) announced the income tax treatment of dividends reported on Form 1099-DIV for 2025. Stockholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of W. P. Carey dividends.
CUSIP 92936U109
FORM 1099-DIV |
Box 1a |
Box 2a |
Box 3 |
Box 1b |
Box 2b |
Box 2f |
Box 5 |
||||
Record |
Payment |
Distribution |
Ordinary |
Capital Gain |
Nondividend |
Qualified |
Unrecaptured |
Section 897 |
Section |
Section |
Section 1061 |
12/31/2024 |
1/15/2025 |
$0.8800000 |
$0.8297063 |
$0.0502937 |
$0.0000000 |
$0.0001981 |
$0.0502937 |
$0.0000000 |
$0.8295082 |
$0.0000000 |
$0.0000000 |
3/31/2025 |
4/15/2025 |
$0.8900000 |
$0.8391348 |
$0.0508652 |
$0.0000000 |
$0.0002003 |
$0.0508652 |
$0.0000000 |
$0.8389345 |
$0.0000000 |
$0.0000000 |
6/30/2025 |
7/15/2025 |
$0.9000000 |
$0.8485633 |
$0.0514367 |
$0.0000000 |
$0.0002026 |
$0.0514367 |
$0.0000000 |
$0.8483607 |
$0.0000000 |
$0.0000000 |
9/30/2025 |
10/15/2025 |
$0.9100000 |
$0.8579918 |
$0.0520082 |
$0.0000000 |
$0.0002048 |
$0.0520082 |
$0.0000000 |
$0.8577870 |
$0.0000000 |
$0.0000000 |
12/31/2025(6) |
1/15/2026 |
$0.1369044 |
$0.1290801 |
$0.0078243 |
$0.0000000 |
$0.0000308 |
$0.0078243 |
$0.0000000 |
$0.1290493 |
$0.0000000 |
$0.0000000 |
(1) |
Qualified Dividends is a subset of, and included in, the Taxable Ordinary Dividends amount. |
(2) |
Unrecaptured Section 1250 Gain is a subset of, and included in, the Taxable Capital Gain Distributions amount. |
(3) |
Section 897 Capital Gain is a subset of, and included in, the Taxable Capital Gain Distributions amount. |
(4) |
Section 199A Dividends is a subset of, and included in, the Taxable Ordinary Dividends amount. |
(5) |
For the purposes of Section 1061 of the Internal Revenue Code, the "one-year amounts disclosure" and "three-year amounts disclosure" related to the capital gain distributions reported in box 2a are generally applicable to direct and indirect holders of "applicable partnership interests". |
(6) |
A portion of the $0.92 per share dividend paid on 1/15/2026 has been applied to the 2025 tax year. The remainder will be taxed in 2026. Reallocations may not total Distribution Per Share due to rounding. |
W. P. Carey Inc.
W. P. Carey ranks among the largest net lease REITs with a well-diversified portfolio of high-quality, operationally critical commercial real estate, which includes 1,662 net lease properties covering approximately 183 million square feet as of September 30, 2025. With offices in New York, London, Amsterdam and Dallas, the company remains focused on investing primarily in single-tenant, industrial, warehouse and retail properties located in the U.S. and Europe, under long-term net leases with built-in rent escalations.
Institutional Investors:
Peter Sands
1 (212) 492-1110
[email protected]
Individual Investors:
W. P. Carey Inc.
1 (212) 492-8920
[email protected]
Press Contact:
Anna McGrath
1 (212) 492-1166
[email protected]
SOURCE W. P. Carey Inc.
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