essex property trust, inc., is a fully integrated real estate investment trust (reit) that acquires, develops, redevelops, and manages multifamily residential properties in selected west coast communities. since its founding in 1971, essex has developed a clearly defined approach for creating value and managing risk. the company's approach has three components - a sound real estate strategy, an experienced management team, and a strong financial condition. these three factors have contributed to the company's historical results and future growth potential.
Company profile
Ticker
ESS
Exchange
Website
CEO
Michael Schall
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
ESSEX PORTFOLIO LP, ESSEX PROPERTY TRUST INC
SEC CIK
Corporate docs
IRS number
770369576
ESS stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
28 Mar 24
DEFA14A
Additional proxy soliciting materials
28 Mar 24
DEF 14A
Definitive proxy
28 Mar 24
8-K
Entry into a Material Definitive Agreement
14 Mar 24
8-K
Essex Property Trust Prices $350 Million of Senior Notes
8 Mar 24
424B2
Prospectus for primary offering
8 Mar 24
FWP
Free writing prospectus
7 Mar 24
424B5
Prospectus supplement for primary offering
7 Mar 24
8-K
Regulation FD Disclosure
1 Mar 24
10-K
2023 FY
Annual report
23 Feb 24
Transcripts
ESS
Earnings call transcript
2023 Q4
7 Feb 24
ESS
Earnings call transcript
2023 Q3
27 Oct 23
ESS
Earnings call transcript
2023 Q2
28 Jul 23
ESS
Earnings call transcript
2022 Q4
8 Feb 23
ESS
Earnings call transcript
2020 Q2
4 Aug 20
ESS
Earnings call transcript
2020 Q1
8 May 20
ESS
Earnings call transcript
2019 Q4
30 Jan 20
ESS
Earnings call transcript
2019 Q3
26 Oct 19
ESS
Earnings call transcript
2019 Q2
25 Jul 19
ESS
Earnings call transcript
2019 Q1
25 Apr 19
Latest ownership filings
4
THOMAS E ROBINSON
13 Mar 24
144
Notice of proposed sale of securities
11 Mar 24
4
IRVING F LYONS III
1 Mar 24
144
Notice of proposed sale of securities
28 Feb 24
4/A
Barbara Pak
13 Feb 24
4/A
Anne Morrison
13 Feb 24
4/A
Rylan Burns
13 Feb 24
4/A
Angela L. Kleiman
13 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
4
Angela L. Kleiman
9 Feb 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
91.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 512 |
Opened positions | 55 |
Closed positions | 56 |
Increased positions | 164 |
Reduced positions | 206 |
13F shares | Current |
---|---|
Total value | 12.42 tn |
Total shares | 58.63 mm |
Total puts | 59.90 k |
Total calls | 87.40 k |
Total put/call ratio | 0.7 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 10.31 mm | $2.19 tn |
BLK Blackrock | 6.39 mm | $1.35 tn |
STT State Street | 5.83 mm | $1.25 tn |
PFG Principal Financial Group Inc - Registered Shares | 2.78 mm | $589.63 bn |
FMR | 2.37 mm | $502.23 bn |
CNS Cohen & Steers | 2.34 mm | $497.35 bn |
T. Rowe Price | 1.52 mm | $323.42 bn |
Geode Capital Management | 1.51 mm | $319.51 bn |
Massachusetts Financial Services | 1.17 mm | $248.34 bn |
LGEN Legal & General | 980.76 k | $208.01 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
11 Mar 24 | Robinson Thomas E | Common Stock | Sell | Dispose S | No | No | 243.92 | 2,781 | 678.34 k | 3,654 |
11 Mar 24 | Robinson Thomas E | Common Stock | Option exercise | Acquire M | No | No | 172.89 | 2,781 | 480.81 k | 6,435 |
11 Mar 24 | Robinson Thomas E | Stock Option (Right to Purchase) Common Stock | Option exercise | Dispose M | No | No | 172.89 | 2,781 | 480.81 k | 0 |
28 Feb 24 | Lyons Irving F Iii | Common Stock | Sell | Dispose S | No | No | 230.9 | 2,083 | 480.96 k | 8,570 |
28 Feb 24 | Lyons Irving F Iii | Common Stock | Option exercise | Acquire M | No | No | 172.89 | 2,781 | 480.81 k | 10,653 |
28 Feb 24 | Lyons Irving F Iii | Stock Option (Right to Purchase) Common Stock | Option exercise | Dispose M | No | No | 172.89 | 2,781 | 480.81 k | 0 |
8 Feb 24 | John Farias | Common Stock | Grant | Acquire A | No | No | 0 | 437 | 0.00 | 2,363 |
8 Feb 24 | Rylan Burns | Common Stock | Grant | Acquire A | No | No | 0 | 567 | 0.00 | 2,253 |
8 Feb 24 | Anne Morrison | Common Stock | Grant | Acquire A | No | No | 0 | 785 | 0.00 | 2,517 |
News
Piper Sandler Maintains Overweight on Essex Property Trust, Maintains $291 Price Target
26 Mar 24
Raymond James Upgrades Essex Property Trust to Outperform, Announces $265 Price Target
18 Mar 24
Looking Into Essex Property Trust's Recent Short Interest
23 Feb 24
Essex Announces Quarterly Dividend Increase From $2.31 To $2.45
22 Feb 24
Goldman Sachs Reinstates Sell on Essex Property Trust, Announces $227 Price Target
22 Feb 24