Essex Ppty Tr Inc SEC Filings

Essex Property Trust, Inc. reported that its officer serving as EVP, CAO & General Counsel acquired 7,441 shares of common stock on December 12, 2025 at a price of $0, when restricted stock units granted on December 9, 2022 became earned after meeting performance criteria tied to the issuer's relative total return to shareholders versus an industry-specific index through December 8, 2025.

The company withheld 3,780 shares of common stock at a price of $257.62 on the same date to satisfy tax withholding requirements related to this release, leaving the officer with 7,050 shares of common stock held directly.

Essex Property Trust, Inc.'s Executive Vice President & CFO reported changes in personal ownership of the company’s common stock. On December 12, 2025, the officer acquired 8,144 shares of common stock at $0 per share, reflecting performance-based restricted stock units granted on December 9, 2022 that became earned after meeting relative total shareholder return goals through December 8, 2025.

On the same date, 4,138 shares were withheld by the company at a price of $257.62 per share to cover tax obligations tied to that vesting. After these transactions, the officer directly beneficially owned 12,660 shares of Essex Property Trust common stock.

Essex Portfolio, L.P., the operating partnership of Essex Property Trust, Inc., issued $350.0 million aggregate principal amount of 4.875% senior notes due 2036. The notes are general unsecured senior obligations of the partnership and are fully and unconditionally guaranteed by Essex Property Trust.

The notes were offered at 99.093% of principal, generating net proceeds of approximately $344.2 million. Essex plans to use the cash primarily to repay upcoming debt maturities, including a portion of its $450.0 million 3.375% senior notes due April 2026, and for other general corporate and working capital purposes, which may include acquisitions. Until then, proceeds may temporarily repay borrowings under the commercial paper program and unsecured credit facilities or be invested in short-term securities.

Essex Property Trust, Inc. reported a routine insider transaction by its EVP & Chief Investment Officer. On 12/09/2025, 178 shares of common stock were withheld by the company at a price of $252.2 per share to cover tax obligations tied to the release of restricted stock units originally granted on December 9, 2022. After this tax withholding, the executive directly holds 2,433 shares of Essex Property Trust common stock. This type of transaction reflects administrative tax settlement rather than an open-market share sale.

Essex Property Trust, Inc. reported a small insider share withholding related to equity compensation. A company officer, listed as GVP and CAO, had 28 shares of common stock withheld on December 9, 2025 to cover tax obligations tied to the release of restricted stock units that were originally granted on December 9, 2022. After this tax withholding transaction, the officer beneficially owns 799 shares of Essex Property Trust common stock directly. This filing reflects routine administration of stock-based compensation rather than an open‑market purchase or sale.

Essex Property Trust (ESS) reported higher Q3 2025 results. Rental and other property revenues were $470.9 million, up from $448.1 million a year ago. A $62.3 million gain on sale of real estate helped lift earnings despite higher interest expense. Net income available to common stockholders was $164.6 million, and diluted EPS was $2.56 versus $1.84 last year.

For the first nine months, revenues reached $1.401 billion versus $1.320 billion, with net income to common of $589.1 million and EPS of $9.15, aided by $299.5 million of gains on sales. Cash from operating activities was $840.2 million. The company invested in acquisitions and development, offset by $509.9 million of disposition proceeds.

At September 30, total assets were $13.15 billion. Unsecured debt was $5.62 billion, mortgage notes $795.4 million, and lines of credit and commercial paper $245.0 million. The quarterly dividend was $2.57 per share. Shares outstanding were 64,404,022 as of October 23, 2025. The portfolio included 257 operating apartment communities with 62,451 homes across Southern and Northern California and the Seattle metro.

Essex Property Trust (ESS) furnished a press release and supplemental information announcing financial results for the three and nine months ended September 30, 2025. The materials are available on the company’s website and are attached as Exhibit 99.1. The information is being furnished under Item 2.02 and is not deemed “filed” under the Exchange Act.

T. Rowe Price Associates, Inc. reports beneficial ownership of 3,321,818 shares of Essex Property Trust (ESS), equal to 5.2% of the class. The filing shows sole voting power for 3,277,567 shares and sole dispositive power for 3,321,433 shares, with no shared voting or dispositive power reported. The statement asserts the securities were acquired and are held in the ordinary course of business and includes a declaration denying that the filer is the beneficial owner for certain purposes. This Schedule 13G discloses a passive, reportable institutional stake by a registered investment adviser.

Cohen & Steers and affiliates report meaningful passive holdings in Essex Property Trust. Cohen & Steers, Inc. beneficially owns 5,603,520 shares (about 8.7% of the class) while Cohen & Steers Capital Management, Inc. beneficially owns 5,541,729 shares (about 8.61%). Smaller holdings are reported by Cohen & Steers UK Ltd (56,253 shares, 0.09%) and Cohen & Steers Ireland Ltd (5,538 shares, 0.01%); Cohen & Steers Asia Ltd reports 0 shares.

The statement clarifies these securities are held for the benefit of client accounts and were acquired in the ordinary course of business, and the parent company holds a 100% interest in the named subsidiaries.