Essex Property Trust (ESS) reported third-quarter 2026 revenue of $492.7 million and net income of $103.7 million. Net income per share was $1.53 basic and $1.52 diluted for the quarter ended September 30, 2026.
The apartment REIT raised its full-year 2026 net income per diluted share guidance to a range of $5.62 to $5.74, with a midpoint of $5.68.
- Same-property revenue increased 3.0% year over year, while same-property NOI increased 3.1%.
- Core FFO per diluted share was $4.00, up 0.8% from the prior-year quarter.
- The company disposed of three apartment communities for total pro rata contract price of $111.9 million.
- Essex obtained a $275.0 million unsecured term loan priced at SOFR plus 0.80%.
- Liquidity exceeded $1.7 billion as of September 30, 2026.
$ESS Insider Trading Activity
$ESS insiders have traded $ESS stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ESS stock by insiders over the last 6 months:
- MARY KASARIS sold 600 shares for an estimated $167,670
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ESS Hedge Fund Activity
We have seen 331 institutional investors add shares of $ESS stock to their portfolio, and 249 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 939,663 shares (+inf%) to their portfolio in Q2 2026, for an estimated $273,996,334
- JPMORGAN CHASE & CO added 830,044 shares (+inf%) to their portfolio in Q2 2026, for an estimated $242,032,529
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 754,185 shares (+23177.2%) to their portfolio in Q2 2026, for an estimated $219,912,804
- NORGES BANK added 726,168 shares (+82.4%) to their portfolio in Q2 2026, for an estimated $211,743,327
- PRINCIPAL FINANCIAL GROUP INC added 424,866 shares (+25.5%) to their portfolio in Q2 2026, for an estimated $123,886,676
- RUSH ISLAND MANAGEMENT, LP removed 369,375 shares (-45.7%) from their portfolio in Q2 2026, for an estimated $107,706,056
- RESOLUTION CAPITAL LTD added 354,660 shares (+52.7%) to their portfolio in Q2 2026, for an estimated $103,415,309
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
