Essex Property Trust, Inc. filings document the reporting structure of the company and Essex Portfolio, L.P., its operating partnership. Form 8-K reports furnish quarterly and annual results, including press releases and supplemental information for net income, FFO, Core FFO, same-property revenue and net operating income.
The filing record also includes proxy materials for annual meeting matters, board governance, executive compensation and shareholder voting, along with material-agreement disclosures for operating-partnership senior notes. Those debt filings describe indenture terms, the company guarantee, restrictive covenants and related capital-structure obligations.
Essex Property Trust reports a 13G filing showing beneficial ownership of 4,876,667 shares. That stake represents 7.56% of common stock and is held by Vanguard Capital Management as reported in Item 4. The filing notes Vanguard exercises sole dispositive power over the shares and that holdings include managed funds and client accounts.
Essex Property Trust, Inc. and Essex Portfolio, L.P. reported higher first‑quarter 2026 revenues but lower earnings versus a year ago. Total revenues rose to about $484.8 million from $464.6 million, driven by 2.9% growth in same‑property revenues as average same‑property financial occupancy reached 96.5%.
Net income fell to $112.2 million from $212.8 million, mainly because 2025 included a $111.0 million gain on the sale of the Highridge community, while there were no comparable sales in 2026. Operating expenses rose modestly, and interest expense increased with new unsecured notes and a $300.0 million term loan added in 2025.
The company continued capital deployment: it funded a $59.5 million related‑party bridge loan to co‑investment Wesco V at 5.00% interest, and repurchased 205,740 common shares for $50.2 million at an average price of $244.06. Total debt stood at about $6.8 billion, while unrestricted and restricted cash totaled $47.4 million at quarter end. Essex maintained a quarterly common dividend of $2.59 per share, paying roughly $166.6 million.
Essex Property Trust Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 5,495,779 shares of Common Stock, representing 8.52% of the class as of 03/31/2026. The filing states Vanguard exercises dispositive power for these shares and holds voting/dispositive authority on behalf of various Vanguard affiliates and client accounts.
Essex Property Trust, Inc. reported first quarter 2026 results showing lower GAAP earnings but higher cash-flow metrics. Net income per diluted share was $1.65 versus $3.16 a year ago, primarily reflecting a large 2025 gain on asset sales. Funds from Operations per diluted share rose to $4.17 from $3.97, and Core FFO per diluted share increased to $4.06 from $3.97.
Same-property revenue grew 2.9% year over year and 0.7% sequentially, while same-property NOI rose 4.1% year over year with a 1.3% sequential increase. Portfolio financial occupancy was 96.5%. Essex repurchased $50.2 million of stock in Q1 and an additional $11.7 million after quarter end, totaling $61.9 million year-to-date, and reported over $1.7 billion of liquidity as of March 31, 2026.
The company modestly raised 2026 midpoints for net income and total FFO guidance, while maintaining its Core FFO and same-property growth ranges. Leverage metrics included a 5.5x ratio of net indebtedness to Adjusted EBITDAre and a 29.7% debt-to-total-market-capitalization ratio, with a weighted average interest rate of 3.7% on total debt.
Essex Property Trust, Inc. is asking stockholders to vote at its virtual 2026 annual meeting on May 12, 2026. Investors will elect nine directors, ratify KPMG LLP as auditor for 2026, and approve, on an advisory basis, named executive officer compensation.
The company highlights 2025 results, including reported net income of $10.40 per diluted share, same-property NOI growth of 3.2%, and Core FFO per diluted share growth of 2.2%. Essex acquired seven apartment communities for a total contract price of $829.4 million and sold five communities for $563.8 million, recognizing $304.7 million of gains on sale.
Management emphasizes balance sheet actions, including approximately $1.1 billion of unsecured financings, an increased unsecured credit facility to $1.5 billion, and a $750.0 million commercial paper program, ending 2025 with net-debt-to-EBITDAre of 5.6x. The annual dividend was raised 4.9% to $10.28 per share, marking 31 consecutive years of increases.
Essex Property Trust Inc: The Vanguard Group filed an amendment to its Schedule 13G disclosing 0 shares beneficially owned of Common Stock, representing 0% of the class. The amendment notes an internal realignment on January 12, 2026 and states certain Vanguard subsidiaries will report beneficial ownership separately in reliance on SEC Release No. 34-39538 (January 12, 1998). The filing lists the issuer's principal executive offices at 1100 Park Place, Suite 200, San Mateo, CA.
ESSEX PROPERTY TRUST, INC. executive vice president and chief investment officer Rylan Burns reported a tax-related share disposition. On February 18, 2026, 121 shares of common stock were withheld at 256.18 per share to cover tax withholding on restricted stock units that vested from a grant made on February 18, 2025.
After this withholding transaction, Burns directly held 2,232 shares of Essex common stock. The filing characterizes the event as a tax-withholding disposition rather than an open-market sale.
ESSEX PROPERTY TRUST, INC. Executive Vice President & CFO Barbara Pak reported a tax-related share disposition. The company withheld 206 shares of common stock at $256.18 per share to cover tax obligations tied to restricted stock units that vested from a grant made on February 18, 2025. After this withholding, she directly holds 12,239 common shares.
Essex Property Trust, Inc. reported that executive officer Anne Morrison had 89 shares of common stock withheld on February 18, 2026 to cover tax obligations tied to the release of restricted stock units granted on February 18, 2025. After this tax-withholding disposition, she directly owned 6,880 common shares.