Essex Property Trust owns a portfolio of 259 apartment communities with over 63,000 units. The company focuses on owning large, high-quality properties on the West Coast in the urban and suburban submarkets of Southern California, Northern California, and Seattle.
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The chart shows the growth of an initial investment of $10,000 in Essex Property Trust, Inc, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Essex Property Trust, Inc (ESS) has returned -4.51% so far this year and -7.75% over the past 12 months. Looking at the last ten years, ESS has achieved an annualized return of 0.59%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Essex Property Trust, Inc (ESS) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.76% | 1.21% | -3.98% | 2.54% | ||||||||
| 2025 | 0.77% | 10.83% | -1.63% | -9.07% | 1.69% | 0.65% | -8.17% | 2.27% | -0.22% | -6.29% | 6.18% | 0.10% |
| 2024 | -5.56% | -0.47% | 6.59% | -0.09% | 4.84% | 4.05% | 3.01% | 7.67% | -1.74% | -4.36% | 9.61% | -7.47% |
| 2023 | 6.76% | 1.36% | -7.19% | 5.30% | -2.18% | 8.51% | 4.38% | -1.51% | -11.47% | 1.33% | -0.21% | 15.83% |
| 2022 | -5.78% | -4.39% | 8.72% | -5.01% | -14.48% | -8.24% | 9.40% | -6.86% | -8.15% | -9.65% | -1.80% | -5.40% |
| 2021 | 0.99% | 5.88% | 5.18% | 6.84% | 1.40% | 1.42% | 8.93% | 0.53% | -3.53% | 5.45% | -0.57% | 2.48% |
| 2020 | 2.49% | -8.89% | -22.63% | 18.37% | 1.89% | -5.58% | -4.06% | -1.59% | -6.36% | 1.77% | 19.38% | -5.16% |
| 2019 | 11.44% | 3.14% | 3.21% | -2.19% | 3.41% | -0.28% | 3.09% | 6.30% | 2.00% | 0.29% | -4.76% | -3.51% |
| 2018 | -3.71% | -3.95% | 7.99% | -0.39% | -0.36% | -0.28% | 0.70% | 2.68% | 0.60% | 1.62% | 4.38% | -6.65% |
| 2017 | -4.06% | 4.72% | -0.75% | 5.54% | 3.97% | 0.18% | 1.28% | 1.07% | -4.89% | 3.03% | -6.07% | -2.53% |
| 2016 | -5.44% | 3.56% | 1.15% | 2.54% | -2.84% | -1.83% | -3.61% | 1.11% | 8.31% |
The charts below present risk-adjusted performance metrics for Essex Property Trust, Inc (ESS) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of ESS compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Essex Property Trust, Inc volatility is 1.08%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 13.16B | 12.93B | 12.36B | 12.37B | 13.00B | 12.94B | 12.71B | 12.38B | 12.50B | 12.22B | 12.01B | 11.56B | 5.19B | 4.85B | 4.04B |
| Temporary Equity Attributable To Parent (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Temporary Equity (USD) | 28.26M | 30.85M | 32.21M | 27.15M | 34.67M | 32.24M | 37.41M | 35.48M | 39.21M | 44.68M | 45.45M | 23.26M | 4.35M | 4.35M | - |
| Equity Attributable To Parent (USD) | 5.54B | 5.54B | 5.42B | 5.72B | 5.99B | 6.00B | 6.22B | 6.27B | 6.28B | 6.19B | 6.24B | 6.02B | 1.88B | 1.76B | 1.44B |
| Equity Attributable To Noncontrolling Interest (USD) | 167.26M | 183.34M | 171.23M | 178.74M | 182.91M | 182.78M | 183.08M | 126.77M | 119.42M | 100.06M | 99.29M | 113.40M | 113.62M | 115.31M | 116.20M |
| Equity (USD) | 5.71B | 5.72B | 5.59B | 5.90B | 6.18B | 6.18B | 6.40B | 6.39B | 6.40B | 6.29B | 6.34B | 6.14B | 2.00B | 1.88B | 1.55B |
| Redeemable Noncontrolling Interest (USD) | 28.26M | 30.85M | 32.21M | 27.15M | 34.67M | 32.24M | 37.41M | 35.48M | 39.21M | 44.68M | 45.45M | 23.26M | - | - | - |
| Long-term Debt (USD) | - | - | - | - | 638.96M | 643.55M | 990.67M | 1.81B | 2.01B | 2.19B | 2.22B | 2.25B | 1.40B | 1.57B | 1.75B |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 7.42B | 7.18B | 6.74B | 6.45B | 6.79B | 6.72B | 6.26B | 5.95B | 6.06B | 5.88B | 5.62B | 5.40B | 3.18B | 2.96B | 2.48B |
| Liabilities (USD) | 7.42B | 7.18B | 6.74B | 6.45B | 6.79B | 6.72B | 6.26B | 5.95B | 6.06B | 5.88B | 5.62B | 5.40B | 3.18B | 2.96B | 2.48B |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Other Current Assets (USD) | - | - | 11.96B | 12.33B | 12.94B | 12.85B | 12.62B | 12.23B | 12.43B | 12.05B | 11.88B | 11.47B | 5.13B | 4.81B | 4.00B |
| Cash (USD) | - | - | 400.33M | 42.68M | 58.64M | 84.04M | 81.09M | 151.40M | 61.13M | 170.30M | 123.06M | 95.42M | 53.77M | 42.13M | 35.46M |
| Current Assets (USD) | 13.16B | 12.93B | 12.36B | 12.37B | 13.00B | 12.94B | 12.71B | 12.38B | 12.50B | 12.22B | 12.01B | 11.56B | 5.19B | 4.85B | 4.04B |
| Assets (USD) | 13.16B | 12.93B | 12.36B | 12.37B | 13.00B | 12.94B | 12.71B | 12.38B | 12.50B | 12.22B | 12.01B | 11.56B | 5.19B | 4.85B | 4.04B |
Sophron Capital Management initiated a new $7.2 million position in Rexford Industrial Realty (REXR) by acquiring 185,944 shares, representing 2.3% of the fund's assets. Despite REXR's 11% decline over the past year, the investment reflects confidence in the company's solid operational fundamentals, including 96% portfolio occupancy and 9% Core FFO growth in 2025, driven by strong rental demand in Southern California's supply-constrained industrial markets.
Three REITs - Essex Property Trust, Federal Realty Investment Trust, and Realty Income - demonstrate exceptional dividend growth and stability, offering investors reliable passive income streams through strategic property investments.
Essex Property Trust reported strong Q2 2025 financial results, with Core FFO per share of $4.03, exceeding guidance. The company saw revenue growth, improved net income, and positive performance in Northern California and Seattle markets.
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Essex Property Trust (ESS) has seen a 23.1% rise in its stock price over the past six months, outperforming the industry's growth of 16.2%. The company is well-positioned to benefit from the healthy demand for its residential units, particularly in the West Coast market, and its focus on technology, scale, and organizational capabilities.
Equity Residential (EQR) is well-positioned to benefit from its portfolio of high-quality apartment units in key U.S. markets, diversification efforts, and technological enhancements. However, the company faces concerns over elevated rental supply and high interest rates.
Essex Property Trust, a residential REIT with a strong presence in the West Coast market, has seen its stock price surge 9.1% in the past three months, outperforming the industry's growth of 3.5%. The company is poised to benefit from healthy demand for its residential units and is leveraging technology, scale, and organizational capabilities to drive growth.