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.
MARCUS GEORGE M reported acquisition or exercise transactions in this Form 4 filing.
ESSEX PROPERTY TRUST, INC. director George M. Marcus received a grant of 1,117 restricted stock units representing common stock at no cost. These units will be fully vested as of May 12, 2027 and cannot be transferred for one year from the grant date. After this award, Marcus directly holds 223,042 common shares, in addition to indirect holdings of 4,000 shares held by family and 155,000 shares held by Marcus & Millichap Inc. and affiliates.
Johnson Amal M reported acquisition or exercise transactions in this Form 4 filing.
ESSEX PROPERTY TRUST, INC. director Amal M. Johnson reported an equity award and updated holdings. Johnson received 633 shares of Common Stock in the form of restricted stock units, granted at $0.00 per share as a compensation-related award. These restricted stock units will be fully vested as of May 12, 2027 and will remain subject to transfer restrictions for one year following the grant date. After this award, Johnson directly holds 3,824 shares of Common Stock, and a separate entry shows 500 shares held indirectly through a trust.
HAWTHORNE MARIA R reported acquisition or exercise transactions in this Form 4 filing.
Essex Property Trust director Maria R. Hawthorne received an equity award of 633 shares of common stock at no cash cost to her. The award represents restricted stock units that will be fully vested as of May 12, 2027 and cannot be transferred for one year after the grant date. Following this grant, she directly holds 3,711 shares, reflecting a routine compensation-related increase in her ownership rather than an open-market purchase.
Kasaris Mary reported acquisition or exercise transactions in this Form 4 filing.
ESSEX PROPERTY TRUST, INC. director Mary Kasaris reported a stock-based compensation award rather than an open-market trade. She received a grant of 633 shares of common stock at $0.00 per share as restricted stock units, which are scheduled to be fully vested as of May 12, 2027 and then subject to transfer restrictions for one year after the grant date.
Following this grant, she holds 2,994 shares of common stock directly and 450 shares indirectly through a trust. This filing reflects routine director equity compensation intended to align her interests with other shareholders, not a discretionary purchase or sale on the market.
ESSEX PROPERTY TRUST, INC. director Irving F. Lyons III received an equity grant of 633 shares of Common Stock on May 12, 2026. The grant is in the form of restricted stock units awarded at no cash purchase price and is classified as a compensation-related acquisition rather than an open-market buy.
The restricted stock units will be fully vested as of May 12, 2027 and are subject to transfer restrictions for one year following the grant date. After this award, Lyons directly holds 9,809 shares of Common Stock and has an additional 585 shares held indirectly through a trust.
Essex Property Trust director Anne B. Gust received a grant of 633 shares of common stock as a stock award, with no cash paid per share. These restricted stock units will fully vest on May 12, 2027 and will then be subject to transfer restrictions for one year after the grant date.
Following this award, Gust directly holds a total of 1,830 shares of Essex Property Trust common stock, including 6 shares acquired through a dividend reinvestment plan on April 15, 2026.
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.