Is ESSEX PROPERTY TRUST, INC. financially healthy?

ESSEX PROPERTY TRUST, INC. scores 4 out of 7 on the Piotroski F-score. Only 7 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.

Who are the largest institutional holders of ESSEX PROPERTY TRUST, INC.?

Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are GEODE CAPITAL MANAGEMENT, LLC (adding). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

ESSEX PROPERTY TRUST, INC. (ESS)

NYSE · REIT · Real Estate Investment Trusts

One email a week from me: what it filed, which 13F holders added or cut, where its scores stand. Free.

American Real Estate Investment Trusts

Financial health

Two standard screens, computed from the XBRL in FY2025 against FY2024. Every test shows the numbers behind it — a score with its inputs hidden is a number you cannot check.

Piotroski F-score

4 / 7

PASSReturn on assets positiveROA 5.3%
PASSOperating cash flow positiveOCF 1.1B
FAILReturn on assets improving6.3% → 5.3%
PASSCash flow exceeds earningsOCF 1.1B vs NI 703M
FAILLong-term debt ratio fallingno debt reported
FAILCurrent ratio improvingno data
FAILNo share dilution64M → 64M shares
FAILGross margin improving70.1% → 69.9%
PASSAsset turnover improving0.14× → 0.14×

Six-year record

Year	Revenue	Net income	Free cash flow	Gross margin	Shares
FY2020	$1.5B	$599.3M	—	—	65,564,982
FY2021	$1.4B	$515.7M	—	—	65,088,874
FY2022	$1.6B	$433.0M	—	70.2%	65,098,186
FY2023	$1.7B	$430.7M	—	70.3%	64,253,385
FY2024	$1.8B	$811.3M	—	70.1%	64,251,234
FY2025

Ownership flow

1 institutions tracked — 1 added, 0 reduced.

Institutional holders of ESSEX PROPERTY TRUST, INC. and their share-count change
Manager	Kind	Shares	Change	Value
GEODE CAPITAL MANAGEMENT, LLC	Index	1,953,203	+28,747	$567.5M

From 13F filings, which cover institutions managing over $100m and are filed up to 45 days after the quarter ends — so this is a considered position, not a live one, and it is not the whole shareholder register.

Capital returned

What the company actually paid out and bought back, as reported — the record behind any yield figure.

Shares repurchased

2026Q2: $11.7M
2026Q1: $50.2M
2025Q1: $0
2024Q1: $0
2023Q1: $95.7M
2022Q1: $0

Identity

CIK: 0000920522
LEI: 549300TR2H2VEFX0NC60
FIGI: BBG000CGJMB9
SIC: 6798 · Real Estate Investment Trusts
Incorporated: MD
Headquarters: SAN MATEO, CA
Founded: 1971-01-01

Ownership

Institutional: 104.5%
Institutions: 963
Insiders: 0.7%

Ownership percentages are a vendor aggregate, not a filing — unlike everything else on this page.

Other real estate investment trusts companies

ESSEX PROPERTY TRUST, INC. files under SIC 6798 — all 80 real estate investment trusts companies compared on assets and F-score.

Prologis, Inc.PLD Blackstone Real Estate Income Trust, Inc.BSTT WELLTOWER INC.WELL AMERICAN TOWER CORP /MA/AMT Rithm Capital Corp.RITM VICI PROPERTIES INC.VICI

Questions about ESSEX PROPERTY TRUST, INC.

Is ESSEX PROPERTY TRUST, INC. financially healthy?: ESSEX PROPERTY TRUST, INC. scores 4 out of 7 on the Piotroski F-score. Only 7 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.
Who are the largest institutional holders of ESSEX PROPERTY TRUST, INC.?: Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are GEODE CAPITAL MANAGEMENT, LLC (adding). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

This page is one panel of the terminal

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Sourced from SEC EDGAR primary filings. Figures are as reported by the company and are not investment advice. Scores are standard published screens computed from those filings; every input is shown above so you can check the arithmetic.