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ESSEX PROPERTY TRUST, INC. (ESS) SEC Filings, Feb-Mar 2026

ESS NYSE

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.

Filing
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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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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.

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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.

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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.

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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.

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ESSEX PROPERTY TRUST, INC. President and CEO Angela L. Kleiman reported a tax-related share disposition. On February 18, 2026, 481 shares of common stock were withheld by the company at $256.18 per share to satisfy tax withholding tied to the release of previously granted restricted stock units, leaving her with 21,972 directly owned shares.

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ESSEX PROPERTY TRUST, INC. officer Brennan McGreevy reported a small tax-related share disposition. On the release of previously granted restricted stock units, 24 shares of common stock were withheld by the company at $256.18 per share to satisfy tax withholding obligations. After this withholding transaction, McGreevy directly holds 715 common shares.

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Essex Property Trust, Inc., an S&P 500 West Coast multifamily REIT, filed its annual report describing an UPREIT structure where Essex owns about 96.6% of Essex Portfolio, L.P. and consolidates all operating assets and debt.

As of December 31, 2025, the Company held interests in 259 apartment communities with 63,077 homes, plus two commercial buildings and a development pipeline of one 543-home project and predevelopment assets totaling $358.0 million of estimated costs. In 2025 it acquired 1,523 homes for $829.5 million and sold 1,230 homes for $563.8 million, using 1031 exchanges and joint ventures to recycle capital.

Essex actively managed its balance sheet, issuing $400.0 million of 5.375% senior notes due 2035, $350.0 million of 4.875% notes due 2036, and a new $300.0 million term loan at SOFR plus 0.85%, while amending another $300.0 million term loan and expanding a $1.5 billion revolving credit facility. It also launched a $900.0 million ATM equity program (with 52,600 shares under forward sale) and maintained a stock repurchase authorization with $302.7 million remaining.

The report highlights liquidity from operations, credit facilities, commercial paper and asset sales, and discloses key risks including rent regulation, economic downturns, environmental exposure, climate change, cybersecurity, litigation, and leverage. As of mid-2025, non-affiliate equity market value was about $18.1 billion, and Essex employed 1,689 people focused on operations, development and human capital programs.

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Essex Property Trust President and CEO Angela L. Kleiman reported a share withholding related to equity compensation. On February 6, 2026, the company withheld 473 shares of common stock at $258.06 per share to satisfy tax withholding on previously granted restricted stock units. After this transaction, Kleiman beneficially owned 22,453 shares of Essex Property Trust common stock in direct form.

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FAQ

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

StockTitan tracks 48 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 March 27, 2026.