ESS Essex Property Trust
company
SEC Filings & Insider Trading Activity 2026

CIK: 920522
Financials
Real Estate Investment Trusts 71 filings
S&P 500

Latest Essex Property Trust (ESS) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 20, 2026, a 10-Q quarterly report filed on April 29, 2026, an 8-K current report filed on July 29, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Essex Property Trust (ESS) (SEC CIK 920522), with AI-powered section-by-section summaries updated daily.

10-Q: 42
10-K: 14
SC 13G: 8
8-K: 7

Latest 2026 SEC Filing Dates

10-K Annual Report
Feb 20, 2026
10-Q Quarterly Report
Apr 29, 2026
8-K Current Report
Jul 29, 2026

AI 10-K Annual Report Analysis
Latest 10-K (2025-12-31)

Risk Factors

  • California Proposition 13 repeal/amendment risks with potential for substantial retroactive property tax increases on California properties
  • Economic downturn in California and Washington markets risking reduced apartment demand, as Company operates primarily in these high-tax, regulated states
  • Increased capital and maintenance costs on aging and newly acquired properties potentially exceeding budgets, impacting financial condition
  • Competition from owner-occupied single-family homes and other apartments, with risk of reduced rental rates and lower occupancy rates
  • Exposure to joint venture partner insolvency risking contingent liabilities and loss of control over community operations and related assets

Management Discussion & Analysis

  • Revenue $1.878B, up 6.4% YoY; 2025 Same-Properties revenues $1.643B, up 3.3% ($52.6M)
  • Operating expenses rose: property expenses +7.7% ($25.3M), real estate taxes +6.3% ($12.2M), depreciation +4.7% ($27.3M)
  • Best segment: Northern California Same-Property revenues up 3.6% ($23.0M) to $664.8M; worst: Seattle Metro Same-Property +2.8% ($8.1M)
  • Operating cash flow $1.074B; investing cash flow $(552M); financing cash flow $(512M); capex $2,258 per apartment home (non-revenue generating)
  • 2026 outlook: New housing supply growth <1% in key markets; liquidity sufficient with $76.2M cash, $98.1M marketable securities, $1.58B credit lines; risks from geopolitical and market uncertainties

Business Overview

  • Core business: Ownership, operation, acquisition, development of West Coast apartment communities (63,077 apartment homes across 259 communities)
  • New joint venture Wesco VII with State of Wisconsin Investment Board, $100M equity commitment for multifamily projects
  • Strategic shift: Increased borrowing capacity from $1.2B to $1.5B secured revolving credit facility, extended maturity to 2030
  • Notable metric: Development pipeline includes one project with 543 homes, total estimated costs $358.0M
  • Unique fact: Repayment and consolidation of preferred equity investments in two communities after issuing default notices and taking full managerial control

Go deeper on Essex Property Trust

Ask AI about ESS filings. Chat with the 10-K, 10-Q, and 8-K for instant answers on financials, risks, and guidance.

Track institutional money. See which funds are building or cutting ESS positions, quarter over quarter.

Catch cross-signals. Spot when insider buying, fund accumulation, and activist stakes line up on ESS.

Annual Reports Archive
10-K

AI-powered analysis of Essex Property Trust (ESS) 10-K annual reports filed with SEC EDGAR.

Quarterly Reports Archive
10-Q

AI-powered analysis of Essex Property Trust (ESS) 10-Q quarterly reports filed with SEC EDGAR.

Financial Summary
XBRL

FY2023FY2024FY2025
Profitability
Revenue-$10.3M$9.4M
Gross Profit$1.2B$1.2B$1.3B
Operating Income-$703.1M$899.3M
Net Income$405.8M$741.5M$669.7M
Gross Margin-12125.3%14060.1%
Op. Margin-6849.4%9586.6%
Net Margin-7223.8%7138.5%
Balance Sheet
Total Assets$12.4B$12.9B$13.2B
Equity-$5.5B$5.5B
ROE-13.4%12.1%
Per Share
EPS-$11.54$10.40
Cash Flow
Operating CF$980.1M$1.1B$1.1B

Source: XBRL financial data from Essex Property Trust (ESS) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling DatePeriodAnalysisSEC
8-K
Jul 29, 2026---
8-K
May 29, 2026--
8-K
May 14, 2026--
10-Q
Apr 29, 2026Mar 31, 2026-
8-K
Apr 28, 2026---
10-K
Feb 20, 2026Dec 31, 2025Analysis
8-K
Feb 4, 2026--
8-K
Dec 12, 2025--
8-K
Dec 4, 2025--
10-Q
Oct 30, 2025Sep 30, 2025Analysis
10-Q
Jul 30, 2025Jun 30, 2025Analysis
10-Q
Apr 30, 2025Mar 31, 2025Analysis
10-K
Feb 21, 2025Dec 31, 2024-
10-Q
Oct 30, 2024Sep 30, 2024-
10-Q
Jul 31, 2024Jun 30, 2024-
10-Q
May 1, 2024Mar 31, 2024-
10-K
Feb 23, 2024Dec 31, 2023-
10-Q
Oct 27, 2023Sep 30, 2023-
10-Q
Jul 28, 2023Jun 30, 2023-
10-Q
Apr 28, 2023Mar 31, 2023-
10-K
Feb 23, 2023Dec 31, 2022-
10-Q
Oct 27, 2022Sep 30, 2022-
10-Q
Jul 27, 2022Jun 30, 2022-
10-Q
Apr 27, 2022Mar 31, 2022-
10-K
Feb 25, 2022Dec 31, 2021-

13F Fund Holdings: Quarterly Trend

Latest: Q1 2026

Aggregate ESS share value held by 13F filers tracked by SignalX, by quarter.

Position changes: Q4 2025Q1 2026
Top Buyers
Top Sellers
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 239 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.

Frequently Asked Questions

What are the latest ESS SEC filings in 2026?

Essex Property Trust (ESS) has filed a 10-K annual report on February 20, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on July 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ESS file its most recent 10-K annual report?

Essex Property Trust (ESS) filed its most recent 10-K annual report on February 20, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ESS 10-Q quarterly reports?

Essex Property Trust (ESS)'s most recent 10-Q quarterly report was filed on April 29, 2026. SignalX displays every ESS 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ESS filed recently?

Essex Property Trust (ESS)'s most recent 8-K was filed on July 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ESS insider trading activity (Form 4)?

SignalX aggregates every ESS Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ESS file with the SEC?

Essex Property Trust (ESS) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ESS filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Essex Property Trust (ESS).

What is ESS's SEC CIK number?

Essex Property Trust (ESS)'s SEC CIK (Central Index Key) number is 920522. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 920522 to look up all ESS filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ESS return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Essex Property Trust (ESS) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.

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