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ESSEX PROPERTY TRUST, INC. SEC Filings

ESS NYSE

Welcome to our dedicated page for ESSEX PROPERTY TRUST SEC filings (Ticker: ESS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on ESSEX PROPERTY TRUST's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into ESSEX PROPERTY TRUST's regulatory disclosures and financial reporting.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many ESSEX PROPERTY TRUST (ESS) SEC filings are available on StockTitan?

StockTitan tracks 46 SEC filings for ESSEX PROPERTY TRUST (ESS), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for ESSEX PROPERTY TRUST (ESS)?

The most recent SEC filing for ESSEX PROPERTY TRUST (ESS) was filed on May 14, 2026.