Market Cap
$17.3B
ESS
ESSEX PROPERTY TRUST, INC.
$268.65 ▼ -0.32%
Prev close $269.51Market cap$17.3B
ConsensusHold
12-mo target$304.07 (+13.2%)
▲ Neutral
Analyst conviction 4/10
37 New Institutional Positions13 Institutional Exits Real Estate
Snapshot
The big-picture read on ESS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (42%)
Inst. Holders
50 funds
Inst. Value
$13.6B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $167.7K sell
Insider Net $
-$167.7K
Social Sentiment
50° Neutral
SEC Reports
1
Price chart 30d -3.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: ESS — 0.6M shares, 22,084 trades
Week starting 2026-09-07. Total ATS volume: 598,868 shares across 22,084 trades.
Jun 30, 2026 Inst.
PRINCIPAL FINANCIAL GROUP INC — ADD
2,092,902 shares ($610.3M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
1,607,742 shares ($468.8M)
May 27, 2026 Insider
Kasaris Mary sold 600 shares
Director @ $279.45 ($167.7K)
May 12, 2026 Insider
Johnson Amal M was granted 633 shares
Director
May 12, 2026 Insider
Mar 27, 2026 SEC GUERICKE KEITH R was granted 633 shares
Director
Essex Property Trust, Inc. (ESS) filed a definitive proxy statement for an upcoming shareholder meeting. The filing is r
DEFA14A — Impact 3/10
Analyst ratings buy % +31.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
42% rate it Buy or better · 31 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 17, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Sep 8, 2026 | Mizuho | DOWNGRADE | Neutral | 52% |
| Aug 17, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 14, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Aug 3, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | Citizens | UPGRADE | Market Outperform | 38% |
| Jul 30, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 22, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 11 | 15 | 2 | 1 | 42% | |
| Aug 1, 2026 | 2 | 11 | 15 | 2 | 1 | 42% | |
| Jul 1, 2026 | 1 | 10 | 17 | 2 | 1 | 35% | |
| Jun 1, 2026 | 1 | 8 | 19 | 2 | 1 | 29% | |
| May 1, 2026 | 1 | 7 | 20 | 2 | 1 | 26% | |
| Apr 1, 2026 | 1 | 8 | 20 | 1 | 1 | 29% | |
| Mar 1, 2026 | 1 | 7 | 21 | 1 | 1 | 26% | |
| Feb 1, 2026 | 1 | 8 | 20 | 1 | 1 | 29% |
Price targets
Where 25 covering analysts think ESS trades over the next 12 months.
$304.07 +13.2% upside Buy
Current$268.65 Low$239.00 Median$300.00 High$352.00 25 analysts
$239.00$352.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 3.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: ESS — 0.6M shares, 22,084 trades
Week starting 2026-09-07. Total ATS volume: 598,868 shares across 22,084 trades.
Aug 31, 2026
short_interest_report
Short Interest: ESS up 21% to 2.4M shares
Settlement 2026-08-31 | Days to cover: 5.13 | ≈3.70% of shares outstanding (est.)
Aug 31, 2026
dark_pool
Dark Pool: ESS — 0.8M shares, 31,553 trades
Week starting 2026-08-31. Total ATS volume: 847,182 shares across 31,553 trades.
Aug 24, 2026
dark_pool
Dark Pool: ESS — 1.1M shares, 30,210 trades
Week starting 2026-08-24. Total ATS volume: 1,066,970 shares across 30,210 trades.
Aug 17, 2026
dark_pool
Dark Pool: ESS — 0.5M shares, 25,092 trades
Week starting 2026-08-17. Total ATS volume: 475,053 shares across 25,092 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.46 | $1.44–$1.48 | -8.0% | +1.4% | 3↑ 0↓ | $0.5B | 4 |
| Next Q | $1.49 | $1.47–$1.52 | 19.3% | +0.5% | 3↑ 0↓ | $0.5B | 4 |
| Current FY | $5.50 | $5.47–$5.55 | -4.6% | -2.5% | 0↑ 2↓ | $2.0B | 3 |
| Next FY | $6.30 | $5.63–$6.72 | 14.6% | +2.2% | 4↑ 0↓ | $2.0B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.462 | — |
| 7d ago | $1.462 | — |
| 30d ago | $1.441 | +0.021 |
| 60d ago | $1.410 | +0.052 |
| 90d ago | $1.420 | +0.042 |
Institutional ownership
Which big funds own ESS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $13.6B total value (46,648,718 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 7,430,141 | $2.2B | 15.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,490,501 | $1.6B | 11.8% | — |
| STATE STREET CORP | 5,211,810 | $1.5B | 11.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,202,889 | $1.2B | 9.0% | — |
| PRINCIPAL FINANCIAL GROUP INC | 2,092,902 | $610.3M | 4.5% | ADD +25.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,953,203 | $567.5M | 4.2% | — |
| NORGES BANK | 1,607,742 | $468.8M | 3.4% | NEW |
| Invesco Ltd. | 1,125,265 | $328.1M | 2.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,000,799 | $291.8M | 2.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | ADD | 1,668,036 | 2,092,902 | +25.5% | $610.3M |
| NORGES BANK | NEW | — | 1,607,742 | — | $468.8M |
| JPMORGAN CHASE & CO | ADD | 543,968 | 830,044 | +52.6% | $245.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 3,254 | 757,439 | +23177.2% | $220.9M |
| GOLDMAN SACHS GROUP INC | ADD | 483,617 | 619,623 | +28.1% | $180.7M |
| Quantinno Capital Management LP | ADD | 381,042 | 529,293 | +38.9% | $154.3M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | ADD | 326,257 | 429,210 | +31.6% | $125.2M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 20,620 | 110,505 | +435.9% | $32.2M |
| BARCLAYS PLC | TRIM | 232,496 | 102,445 | -55.9% | $29.9M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 36,211 | 94,342 | +160.5% | $27.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 19 transactions. Net -$167.7K — $0.00 bought, $167.7K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | Kasaris Mary | Director | SELL | 600 | $279.45 | $167.7K |
| May 12, 2026 | Johnson Amal M | Director | AWARD | 633 | — | — |
| May 12, 2026 | GUERICKE KEITH R | Director | AWARD | 633 | — | — |
| May 12, 2026 | Arabia John V | Director | AWARD | 633 | — | — |
| May 12, 2026 | MARCUS GEORGE M | Director | AWARD | 1,117 | — | — |
| May 12, 2026 | GUST ANNE B | Director | AWARD | 633 | — | — |
| May 12, 2026 | LYONS IRVING F III | Director | AWARD | 633 | — | — |
| May 12, 2026 | HAWTHORNE MARIA R | Director | AWARD | 633 | — | — |
| May 12, 2026 | Kasaris Mary | Director | AWARD | 633 | — | — |
| Feb 18, 2026 | Burns Rylan | EVP & Chief Investment Officer | TAX W/H | 121 | $256.18 | $31.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ESS.
Shares short
2,185,113
Settlement Sep 15, 2026
Change vs prior
-8.1%
Semi-monthly cycle
Days to cover
4.2
At avg daily volume
Of shares outstanding
≈3.4%
Estimate — not % of float
All ESS filing & press-release reports (1)
- DEFA14A reportMar 27, 2026