ESS

ESSEX PROPERTY TRUST, INC.

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0000920522
$283.75 +1.13% $18.2B
23 New Institutional Positions15 Institutional Exits
Vol
Market Cap$18.2B
Cap SizeLarge Cap
Analyst ConsensusSell (29%)
Inst. Holders50 funds
Inst. Value$8.9B
Inst. Activity23 buys / 15 sells
Insider Activity0B / 1S
Insider Net $-$167.7K
Reddit Sentiment50° Neutral
SEC Reports1
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0000920522·Prev Close $280.59

Recent Activity

May 27, 2026 Insider
Kasaris Mary sold 600 shares
Director @ $279.45 ($167.7K)
May 25, 2026 dark_pool
Dark Pool: ESS — 0.4M shares, 22,004 trades
Week starting 2026-05-25. Total ATS volume: 423,603 shares across 22,004 trades.
May 12, 2026 Insider
Johnson Amal M was granted 633 shares
Director
May 12, 2026 Insider
GUERICKE KEITH R was granted 633 shares
Director
Mar 27, 2026 SEC
Essex Property Trust, Inc. (ESS) filed a definitive proxy statement for an upcoming shareholder meeting. The filing is r
DEFA14A — Impact 3/10
Inst.
Alyeska Investment Group, L.P. — NEW
251,464 shares ($60.9M)
Inst.
TEACHER RETIREMENT SYSTEM OF — ADD
244,402 shares ($59.1M)

Price Targets

$286.50 +1.0% upside Hold
Current $283.75 Low $239.00 Median $286.00 High $310.00 23 analysts
$239.00 $310.00

Analyst Ratings

Sell29% buy · 31 analysts
1Strong Buy
8Buy
19Hold
2Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 10, 2026 Mizuho MAINTAIN Outperform → Outperform
Jun 1, 2026 Evercore ISI Group UPGRADE In-Line → Outperform
Jun 1, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 27, 2026 Truist Securities MAINTAIN Hold → Hold
May 18, 2026 JP Morgan MAINTAIN Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.47 ▲ +1.2% $1.42 — $1.55 -0% YoY 5
Next Q $1.42 ▲ +1.0% $1.38 — $1.50 -11% YoY 5
Current FY $5.90 ▲ +1.6% $5.61 — $6.06 2% YoY 5
Next FY $6.02 ▲ +1.8% $5.83 — $6.43 2% YoY 6

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$1.8B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B
STATE STREET CORP$1.3B
VANGUARD CAPITAL MANAGEMENT LLC$1.0B

Recent Insider Trades

DateInsiderTypeValue
May 27, 2026Kasaris MarySELL$167.7K
May 12, 2026Johnson AmalA$0.00
May 12, 2026GUERICKE KEITHA$0.00
May 12, 2026Arabia JohnA$0.00
May 12, 2026MARCUS GEORGEA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
50 institutional holders with $8.9B total value (36,871,036 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 23 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.7,255,490$1.8B19.6%
3VANGUARD PORTFOLIO MANAGEMENT LLC5,488,047$1.3B14.9%
4STATE STREET CORP5,225,506$1.3B14.3%
5VANGUARD CAPITAL MANAGEMENT LLC4,198,276$1.0B11.4%
6DIMENSIONAL FUND ADVISORS LP995,810$241.0M2.7%
7Invesco Ltd.939,236$227.3M2.5%
8Daiwa Securities Group Inc.924,804$223.8M2.5%
9Legal & General Group Plc902,919$218.5M2.4%
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC887,501$214.8M2.4%
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/849,523$210.5M2.4%
12MORGAN STANLEY840,702$203.5M2.3%ADD +31.3%
13Nuveen, LLC508,466$123.0M1.4%
14GOLDMAN SACHS GROUP INC483,617$117.0M1.3%
15VANGUARD FIDUCIARY TRUST CO362,491$87.7M1.0%
16SEI INVESTMENTS CO361,694$87.5M1.0%
17DUFF & PHELPS INVESTMENT MANAGEMENT CO326,257$79.0M0.9%
18CITADEL ADVISORS LLC316,864$76.7M0.9%
19Russell Investments Group, Ltd.307,232$74.4M0.8%TRIM -25.8%
20WELLINGTON MANAGEMENT GROUP LLP302,319$73.2M0.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Alyeska Investment Group, L.P.NEW251,464$60.9M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD157,438244,402+55.2%$59.1M2026-Q1
AmundiADD172,244238,761+38.6%$57.8M2026-Q1
Woodline Partners LPDOUBLED878233,342+26476.5%$56.5M2026-Q1
DEUTSCHE BANK AG\TRIM325,069206,368-36.5%$49.9M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED11,437149,247+1204.9%$36.1M2026-Q1
AMERIPRISE FINANCIAL INCNEAR_EXIT880,825149,589-83.0%$35.4M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM209,987131,983-37.1%$31.9M2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEW131,966$31.9M2026-Q1
Capital World InvestorsDOUBLED5,32274,778+1305.1%$18.1M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM128,88068,880-46.6%$16.7M2026-Q1
NATIONAL BANK OF CANADA /FI/DOUBLED27,28268,046+149.4%$16.5M2026-Q1
BROOKFIELD Corp /ON/TRIM74,92053,076-29.2%$12.8M2026-Q1
Cresset Asset Management, LLCADD23,33334,571+48.2%$8.4M2026-Q1
FRANKLIN RESOURCES INCADD24,82932,312+30.1%$7.8M2026-Q1
Tredje AP-fondenDOUBLED6,81125,012+267.2%$6.1M2026-Q1
NEOS Investment Management LLCDOUBLED10,25920,788+102.6%$5.0M2026-Q1
MACKENZIE FINANCIAL CORPADD12,52920,620+64.6%$5.0M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD11,25819,608+74.2%$4.7M2026-Q1
NISA INVESTMENT ADVISORS, LLCTRIM12,8738,376-34.9%$2.1M2026-Q1
Swiss Life Asset Management LtdTRIM15,2288,013-47.4%$1.9M2026-Q1
M&T BANK CORPNEAR_EXIT93,1177,529-91.9%$1.8M2026-Q1
Magnetar Financial LLCADD4,5856,906+50.6%$1.7M2026-Q1
Beacon Pointe Advisors, LLCADD3,2474,691+44.5%$1.1M2026-Q1
CAPTRUST FINANCIAL ADVISORSDOUBLED1,9584,091+108.9%$990.0K2026-Q1
13 unique insiders with 19 transactions. Net insider value: -$167.7K ($0.00 bought, $167.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 27, 2026Kasaris MaryDirectorSELL600$279.45$167.7K
May 12, 2026Johnson Amal MDirectorAWARD633
May 12, 2026GUERICKE KEITH RDirectorAWARD633
May 12, 2026Arabia John VDirectorAWARD633
May 12, 2026MARCUS GEORGE MDirectorAWARD1,117
May 12, 2026GUST ANNE BDirectorAWARD633
May 12, 2026LYONS IRVING F IIIDirectorAWARD633
May 12, 2026HAWTHORNE MARIA RDirectorAWARD633
May 12, 2026Kasaris MaryDirectorAWARD633
Feb 18, 2026Burns RylanEVP & Chief Investment OfficerTAX W/H121$256.18$31.0K
Feb 18, 2026Pak BarbaraExecutive Vice President & CFOTAX W/H206$256.18$52.8K
Feb 18, 2026Morrison AnneEVP, CAO & General CounselTAX W/H89$256.18$22.8K
Feb 18, 2026Kleiman Angela L.President and CEOTAX W/H481$256.18$123.2K
Feb 18, 2026McGreevy BrennanGVP and CAOTAX W/H24$256.18$6.1K
Feb 6, 2026McGreevy BrennanGVP and CAOTAX W/H60$258.06$15.5K
Feb 6, 2026Pak BarbaraExecutive Vice President & CFOTAX W/H215$258.06$55.5K
Feb 6, 2026Morrison AnneEVP, CAO & General CounselTAX W/H81$258.06$20.9K
Feb 6, 2026Burns RylanEVP & Chief Investment OfficerTAX W/H80$258.06$20.6K
Feb 6, 2026Kleiman Angela L.President and CEOTAX W/H473$258.06$122.1K
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (29% buy). Based on 31 analysts: 1 strong buy, 8 buy, 19 hold, 2 sell, 1 strong sell.

Analyst Price Targets

$286.50 mean target +1.0% upside Hold (2.65)
$239.00 Low $310.00 High
MetricValue
Current Price$283.75
Target Low$239.00
Target Mean$286.50
Target Median$286.00
Target High$310.00
# Analysts23
RecommendationHold (2.65)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.47 $1.42 $1.55 -0.5% +1.2% 0↑ 2↓ $0.5B 3.6% 5
Next Q
2026-09-30
$1.42 $1.38 $1.50 -10.6% +1.0% 0↑ 2↓ $0.5B 3.7% 5
Current FY
2026-12-31
$5.90 $5.61 $6.06 2.4% +1.6% 2↑ 0↓ $1.9B 3.6% 5
Next FY
2027-12-31
$6.02 $5.83 $6.43 2.2% +1.8% 1↑ 3↓ $2.0B 3.1% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.471
7d ago$1.479-0.008
30d ago$1.453+0.018
60d ago$1.500-0.029
90d ago$1.488-0.017
15 analyst firms have rated this stock: 2 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 10, 2026 Mizuho MAINTAIN Outperform Outperform
Jun 1, 2026 Evercore ISI Group UPGRADE In-Line Outperform
Jun 1, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 27, 2026 Truist Securities MAINTAIN Hold Hold
May 18, 2026 JP Morgan MAINTAIN Underweight Underweight
May 14, 2026 UBS MAINTAIN Neutral Neutral
May 14, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
May 11, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 4, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
May 4, 2026 Piper Sandler UPGRADE Neutral Overweight
Apr 30, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 29, 2026 Stifel MAINTAIN Hold Hold
Apr 27, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 23, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 6, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 6, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 4, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Mar 2, 2026 Baird MAINTAIN Neutral Neutral
Feb 27, 2026 Raymond James DOWNGRADE Outperform Market Perform
Feb 9, 2026 Cantor Fitzgerald REITERATE Overweight Overweight
Jan 9, 2026 BMO Capital DOWNGRADE Outperform Market Perform
Jan 8, 2026 UBS MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202618192129%
May 1, 202617202126%
Apr 1, 202618201129%
Mar 1, 202617211126%
Feb 1, 202618201129%
Jan 1, 202619191132%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 19, 2026150° Neutral001
May 19, 2026150° Neutral001
May 25, 2026
dark_pool
Dark Pool: ESS — 0.4M shares, 22,004 trades
Week starting 2026-05-25. Total ATS volume: 423,603 shares across 22,004 trades.
May 18, 2026
dark_pool
Dark Pool: ESS — 0.7M shares, 27,783 trades
Week starting 2026-05-18. Total ATS volume: 730,683 shares across 27,783 trades.
May 11, 2026
dark_pool
Dark Pool: ESS — 0.6M shares, 27,518 trades
Week starting 2026-05-11. Total ATS volume: 642,524 shares across 27,518 trades.
May 4, 2026
dark_pool
Dark Pool: ESS — 0.4M shares, 24,424 trades
Week starting 2026-05-04. Total ATS volume: 423,251 shares across 24,424 trades.
Apr 28, 2026
earnings_calendar
ESS Q1 2026 Earnings After Market Close — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: ESS — 1.1M shares, 39,846 trades
Week starting 2026-04-27. Total ATS volume: 1,070,940 shares across 39,846 trades.
Apr 20, 2026
dark_pool
Dark Pool: ESS — 0.5M shares, 24,002 trades
Week starting 2026-04-20. Total ATS volume: 540,081 shares across 24,002 trades.
Apr 13, 2026
dark_pool
Dark Pool: ESS — 0.5M shares, 25,067 trades
Week starting 2026-04-13. Total ATS volume: 506,562 shares across 25,067 trades.
Apr 6, 2026
dark_pool
Dark Pool: ESS — 0.5M shares, 22,893 trades
Week starting 2026-04-06. Total ATS volume: 461,920 shares across 22,893 trades.
Mar 30, 2026
dark_pool
Dark Pool: ESS — 0.5M shares, 22,967 trades
Week starting 2026-03-30. Total ATS volume: 481,102 shares across 22,967 trades.
Mar 24, 2026
short_interest
FTD: ESS — 18,632 shares ($4.5M) failed to deliver
Settlement: 20260324, Price: $242.58, FTD Value: $4,519,750.56, ESSEX PROPERTY TRUST INC
Mar 23, 2026
dark_pool
Dark Pool: ESS — 0.6M shares, 29,495 trades
Week starting 2026-03-23. Total ATS volume: 616,744 shares across 29,495 trades.
Mar 16, 2026
dark_pool
Dark Pool: ESS — 0.6M shares, 29,064 trades
Week starting 2026-03-16. Total ATS volume: 593,850 shares across 29,064 trades.
Mar 13, 2026
short_interest
FTD: ESS — 3,924 shares ($1.0M) failed to deliver
Settlement: 20260313, Price: $251.38, FTD Value: $986,415.12, ESSEX PROPERTY TRUST INC
Mar 9, 2026
dark_pool
Dark Pool: ESS — 0.8M shares, 31,109 trades
Week starting 2026-03-09. Total ATS volume: 816,841 shares across 31,109 trades.