Welcome to our dedicated page for Essex Ppty Tr 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.
The Essex Property Trust, Inc. (ESS) SEC filings page on Stock Titan brings together the company’s regulatory disclosures as a multifamily real estate investment trust (REIT) and S&P 500 constituent. Essex files with the U.S. Securities and Exchange Commission both as Essex Property Trust, Inc. and through its operating partnership, Essex Portfolio, L.P., which is identified separately in filings with its own commission file number and tax identification number.
Investors can review current reports on Form 8‑K that furnish quarterly earnings press releases and supplemental financial information. These filings provide detailed data on net income, Funds from Operations (FFO), Core FFO, same‑property revenue and net operating income (NOI), investment activity, balance sheet structure, and liquidity. The company also uses 8‑K filings to describe material financing events, such as the issuance of senior unsecured notes by Essex Portfolio, L.P. under an indenture that includes restrictive covenants, events of default, and a full and unconditional guarantee by Essex Property Trust, Inc.
Through Essex’s SEC filings, users can analyze how the REIT structures its capital stack with unsecured notes, unsecured term loans, unsecured credit facilities, and a commercial paper program, as well as how it allocates capital to acquisitions, dispositions, development projects, and preferred equity or structured finance investments. The filings often reference the definition of FFO by the National Association of Real Estate Investment Trusts (Nareit) and explain how FFO and Core FFO are used alongside net income and cash flows to evaluate performance and dividend capacity.
On Stock Titan, AI‑powered tools summarize and highlight key elements of Essex’s filings, helping users quickly identify important changes in operating results, leverage, covenants, and financing activity without reading every page. Real‑time updates from the SEC’s EDGAR system ensure that new 8‑K disclosures, registration‑related documents, and other reports for Essex Property Trust, Inc. and Essex Portfolio, L.P. are available as they are filed. Users can also track how recurring filings discuss same‑property performance across Southern California, Northern California, and the Seattle Metro, providing a regulatory record of the company’s multifamily operations and financial condition.
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.