Essex Property Trust Ownership

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

Recent Insider Transactions

BMV:ESS * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
21 Jun 24	SellMex$19,184,360	Angela Kleiman	Individual		3,780	Mex$5,075.23
14 Jun 24	SellMex$50,602,702	Keith Guericke	Individual		10,000	Mex$5,060.27

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 ESS *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	28,851	0.045%
Private Companies	171,827	0.268%
Individual Insiders	284,628	0.443%
General Public	1,528,334	2.38%
Institutions	62,170,964	96.9%

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

Top Shareholders

Top 25 shareholders own 73.71% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.1%	The Vanguard Group, Inc.	10,308,652	Mex$40.7b	-0.68%	0.04%
9.95%	BlackRock, Inc.	6,387,798	Mex$25.2b	0.54%	0.03%
9.09%	State Street Global Advisors, Inc.	5,833,464	Mex$23.0b	-13.3%	0.06%
4.33%	Principal Global Investors, LLC	2,780,092	Mex$11.0b	-0.66%	0.37%
3.65%	Cohen & Steers Capital Management, Inc.	2,341,863	Mex$9.2b	7.62%	0.99%
3.6%	FMR LLC	2,313,826	Mex$9.1b	-2.86%	0.04%
3.48%	Norges Bank Investment Management	2,233,329	Mex$8.8b	0%	0.05%
2.37%	T. Rowe Price Group, Inc.	1,522,906	Mex$6.0b	39.3%	0.03%
2.35%	Geode Capital Management, LLC	1,509,500	Mex$6.0b	1.47%	0.03%
1.82%	Massachusetts Financial Services Company	1,170,910	Mex$4.6b	-3.83%	0.06%
1.53%	Legal & General Investment Management Limited	980,764	Mex$3.9b	-1.68%	0.06%
1.52%	Northern Trust Global Investments	978,639	Mex$3.9b	6.06%	0.04%
1.46%	Dimensional Fund Advisors LP	935,768	Mex$3.7b	1.22%	0.04%
1.35%	Boston Partners Global Investors, Inc.	868,447	Mex$3.4b	10.7%	0.14%
1.33%	UBS Asset Management AG	854,737	Mex$3.4b	3.15%	0.03%
1.29%	American Century Investment Management Inc	828,191	Mex$3.3b	9.43%	0.11%
1.21%	Columbia Management Investment Advisers, LLC	776,149	Mex$3.1b	13%	0.04%
1.17%	ProShare Advisors LLC	751,109	Mex$3.0b	-8.3%	0.48%
1.13%	Resolution Capital Limited	725,995	Mex$2.9b	-13.1%	2.53%
1.05%	Charles Schwab Investment Management, Inc.	671,284	Mex$2.7b	-1.19%	0.03%
0.86%	BNY Mellon Asset Management	550,675	Mex$2.2b	-0.36%	0.02%
0.83%	CBRE Investment Management Listed Real Assets LLC	531,087	Mex$2.1b	21.2%	1.59%
0.81%	Citadel Advisors LLC	519,031	Mex$2.0b	1,750%	0.13%
0.75%	JP Morgan Asset Management	478,738	Mex$1.9b	0%	0.01%
0.71%	Nikko Asset Management Co., Ltd.	458,398	Mex$1.8b	-21.2%	0.04%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/12/04 12:44
End of Day Share Price	2023/09/06 00:00
Earnings	2023/09/30
Annual Earnings	2022/12/31

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. 16 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
Richard Hightower	Barclays
Ross Smotrich	Barclays