What is the 13F Pro Quality Score for ESS?

13F Pro ranks ESSEX PROPERTY TRUST, INC. (ESS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ESS's current score at https://13fpro.ai/company/ESS (free sign-up required for the full ranking).

Which hedge funds own the most ESS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ESS include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/ESS as soon as new 13F filings post.

Where does 13F Pro source ESS data?

All ESSEX PROPERTY TRUST, INC. fundamentals and ownership data come directly from SEC EDGAR. ESSEX PROPERTY TRUST, INC. files with the SEC under CIK 920522. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ESS in?

ESSEX PROPERTY TRUST, INC. (ESS) is classified in the Real Estate sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/real-estate.

What drives ESS's revenue?

Per ESSEX PROPERTY TRUST, INC.'s latest 10-Q filed with the SEC on 2026-07-30, the biggest revenue drivers are: Rental and other property ($486.7M, +4.1% YoY); Management and other fees from affiliates ($2.3M, +4.3% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ESS.

What are ESS's largest expenses?

ESSEX PROPERTY TRUST, INC.'s latest 10-Q reports these as the largest expense items: General and administrative ($73.1M, +325.0% YoY); Depreciation and amortization ($154.1M, +1.7% YoY); Property operating, excluding real estate taxes ($89.6M, +3.7% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is ESS research updated on 13F Pro?

ESS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ESSEX PROPERTY TRUST, INC.(ESS)Stock Analysis

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Why ESS Scores 64/100

exact factor attribution · 2026-08-29

ESS's composite is driven by free cash flow and profitability, held back by earnings growth and revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+6.3 pts

92th pct

Profitability

+3.1 pts

71th pct

Earnings quality

+2.3 pts

73th pct

▲2

Scale

+2.3 pts

65th pct

Institutional flow

+1.5 pts

80th pct

Shareholder dilution

+1.2 pts

75th pct

Capital efficiency

+0.9 pts

59th pct

Revenue growth

-1.4 pts

43th pct

Earnings growth

-2.0 pts

11th pct

Latest change (2026-08-02): 59 → 54 · ↓ Dilution 75→3; ↓ Capital efficiency 73→60

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ESS Stock Analysis & AI Quality Score

Data updated 2026-08-29

AI stock analysis and institutional research for ESSEX PROPERTY TRUST, INC. (ESS), a Real Estate sector company. 13F Pro tracks ESS using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q2 2026), ESSEX PROPERTY TRUST, INC. reports quarterly revenue of $489.0M, net income of $66.9M. Top institutional holders of ESS by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET, based on the most recent SEC filings. ESS trades on the NYSE exchange and files with the SEC under CIK 920522. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ESS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ESSEX PROPERTY TRUST, INC. directly from SEC EDGAR. ESSEX PROPERTY TRUST, INC.'s 13F Pro composite quality score has ranged between 54 and 64 since 2026, currently 64.2 — an improving long-term trajectory across 45 quarterly and live scoring snapshots.

What's Driving ESS's Business? Latest 10-Q Breakdown

✓ 23/23 datapoints verified

AI-extracted from ESSEX PROPERTY TRUST, INC.'s 10-Q filed 2026-07-30 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue of $489M (+4.1% YoY) driven by 2.2% same-property rent growth, offset by $55.8M litigation settlement charges.

Biggest Revenue Drivers

Rental and other property$486.7M+4.1% YoY

2.2% average rental rate increase to $2,743/unit; same-property occupancy 96.3%.

Management and other fees from affiliates$2.3M+4.3% YoY

Asset management and property management fees from co-investments.

Biggest Revenue Drivers

Total revenue: $489M+4.1% YoY

Rental and other property$486.7M+4.1% YoY

2.2% average rental rate increase to $2,743/unit; same-property occupancy 96.3%.

Management and other fees from affiliates$2.3M+4.3% YoY

Asset management and property management fees from co-investments.

Largest Expense Items

General and administrative$73.1M+325.0% YoY

$36.5M RealPage settlement and $19.3M other litigation settlement.

Depreciation and amortization$154.1M+1.7% YoY

Increased by acquisitions in 2025, partially offset by dispositions.

Property operating, excluding real estate taxes$89.6M+3.7% YoY

$2.2M increase in utilities from trash, gas, water and sewer cost increases.

Real estate taxes$51.4M+4.9% YoY

Increase in assessed values and acquisitions in 2025.

Margins: Same-property NOI grew 2.7% YoY to $316.8M as 2.2% rent growth offset 2.6% operating expense growth. Core operating margins pressured by $55.8M in non-recurring litigation costs.

Watch Items from the Filing

Litigation settlements of $55.8M ($36.5M RealPage, $19.3M other) accrued in Q2 2026, subject to court approval; if denied, company will vigorously defend.
Same-property rent growth decelerated to 2.2% YoY; occupancy flat at 96.3%, suggesting market maturity.
Development pipeline of $184.1M incurred costs with $160.5M remaining; single consolidated project of 543 units represents concentration risk.
Commercial paper balance of $345M outstanding; relies on $1.58B unsecured credit facilities as liquidity backstop.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$489.0M

Net Income

Q2 2026

$66.9M

ROIC

Q2 2026

3.7%

D/E Ratio

Q2 2026

1.20

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+6.4% YoY

$1.89BFY 2025

FY22 $1.61BFY23 $1.67BFY24 $1.77BFY25 $1.89B

Operating Income

+27.9% YoY

$899.3MFY 2025

FY22 $595.2MFY23 $584.3MFY24 $703.1MFY25 $899.3M

EPS (Diluted)

-9.9% YoY

$10.40FY 2025

FY22 $6.27FY23 $6.32FY24 $11.54FY25 $10.40

Total Assets

+1.8% YoY

$13.16BFY 2025

FY22 $12.37BFY23 $12.36BFY24 $12.93BFY25 $13.16B

Total Debt

—FY 2025

FY22 —FY23 —FY24 —FY25 —

Op. Cash Flow

+0.6% YoY

$1.07BFY 2025

FY22 $975.6MFY23 $980.1MFY24 $1.07BFY25 $1.07B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.89B +6.4%	$1.77B +6.3%	$1.67B +3.9%	$1.61B +11.5%	$1.44B -3.7%	$1.50B
Operating Income	$899.3M +27.9%	$703.1M +20.3%	$584.3M -1.8%	$595.2M +12.3%	$530.0M +7.8%	$491.4M
EPS (Diluted)	$10.40 -9.9%	$11.54 +82.6%	$6.32 +0.8%	$6.27 -16.5%	$7.51 -13.6%	$8.69
Total Assets	$13.16B +1.8%	$12.93B +4.6%	$12.36B -0.1%	$12.37B -4.8%	$13.00B +0.5%	$12.94B
Total Debt	—	—	—	—	$639.0M -0.7%	$643.5M
Operating Cash Flow	$1.07B +0.6%	$1.07B +9.0%	$980.1M +0.5%	$975.6M +7.8%	$905.3M +12.7%	$803.1M

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Available Research

13F Pro tracks comprehensive data for ESSEX PROPERTY TRUST, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ESS

BlackRock, Inc.
$2.2B7,430,141 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.6B5,490,501 sh
STATE STREET CORP
$1.5B5,211,810 sh
COHEN & STEERS, INC.
$1.4B4,914,673 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.2B4,202,889 sh
PRICE T ROWE ASSOCIATES INC /MD/
$978.9M3,357,197 sh
PRINCIPAL FINANCIAL GROUP INC
$610.3M2,092,902 sh
GEODE CAPITAL MANAGEMENT, LLC
$567.5M1,953,203 sh
NORGES BANK
$468.8M1,607,742 sh
Invesco Ltd.
$328.1M1,125,265 sh

Fund	Value	Shares
BlackRock, Inc.	$2.2B	7,430,141
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.6B	5,490,501
STATE STREET CORP	$1.5B	5,211,810
COHEN & STEERS, INC.	$1.4B	4,914,673
VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	4,202,889
PRICE T ROWE ASSOCIATES INC /MD/	$978.9M	3,357,197
PRINCIPAL FINANCIAL GROUP INC	$610.3M	2,092,902
GEODE CAPITAL MANAGEMENT, LLC	$567.5M	1,953,203
NORGES BANK	$468.8M	1,607,742
Invesco Ltd.	$328.1M	1,125,265

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Is ESS a good stock to buy?

13F Pro's AI-powered analysis of ESSEX PROPERTY TRUST, INC. (ESS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ESS are available on the ESS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ESS is classified as a large company.

Which hedge funds own ESS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ESS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ESSEX PROPERTY TRUST, INC.'s investment landscape.