Essex Property Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:EXP Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
21 Jun 24	Sell€984,542	Angela Kleiman	Individual		3,780	€260.46
14 Jun 24	Sell€2,566,955	Keith Guericke	Individual		10,000	€256.70

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of EXP?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	168,141	0.262%
State or Government	178,105	0.277%
Individual Insiders	333,495	0.519%
General Public	1,133,786	1.76%
Institutions	62,453,958	97.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.74% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16%	The Vanguard Group, Inc.	10,291,512	€2.9b	0.76%	0.04%
10.7%	BlackRock, Inc.	6,846,607	€2.0b	5.44%	0.03%
8.05%	State Street Global Advisors, Inc.	5,172,064	€1.5b	-2.08%	0.05%
6.15%	Cohen & Steers Capital Management, Inc.	3,951,594	€1.1b	-21.4%	1.88%
4.26%	Norges Bank Investment Management	2,736,596	€782.2m	0%	0.06%
2.69%	Geode Capital Management, LLC	1,726,072	€493.4m	1.5%	0.03%
2.68%	T. Rowe Price Group, Inc.	1,720,764	€491.9m	-7.96%	0.04%
2.22%	Principal Global Investors, LLC	1,423,987	€407.0m	-17.9%	0.19%
2.07%	Massachusetts Financial Services Company	1,329,516	€380.0m	16.1%	0.08%
1.65%	Legal & General Investment Management Limited	1,060,560	€303.2m	-1.61%	0.05%
1.57%	UBS Asset Management AG	1,006,593	€287.7m	231%	0.03%
1.46%	Dimensional Fund Advisors LP	938,260	€268.2m	-0.34%	0.04%
1.29%	FMR LLC	826,448	€236.2m	-10.4%	0.01%
1.21%	Columbia Management Investment Advisers, LLC	776,877	€222.1m	-0.43%	0.05%
1.2%	Boston Partners Global Investors, Inc.	773,876	€221.2m	-3.4%	0.14%
1.17%	Charles Schwab Investment Management, Inc.	754,179	€215.6m	6.66%	0.03%
1.12%	Northern Trust Global Investments	722,938	€206.6m	-0.95%	0.03%
1.07%	RREEF America L.L.C.	690,534	€197.4m	-22%	1.1%
1.06%	Daiwa Asset Management Co., Ltd.	684,106	€195.6m	-31.7%	0.13%
1.01%	Resolution Capital Limited	650,179	€185.9m	-10.9%	2.85%
1%	Wellington Management Group LLP	642,956	€183.8m	-2.35%	0.03%
0.98%	ProShare Advisors LLC	628,959	€179.8m	-15.1%	0.43%
0.77%	BNY Asset Management	495,663	€141.7m	-5.69%	0.03%
0.7%	Invesco Capital Management LLC	450,160	€128.7m	3.47%	0.05%
0.7%	Russell Investment Management, LLC	447,167	€127.8m	-22.1%	0.15%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/05 10:54
End of Day Share Price	2025/01/03 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Essex Property Trust, Inc. is covered by 49 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Wesley Golladay	Baird
Ross Smotrich	Barclays
Richard Hightower	Barclays