InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$269.43

2026-10-16

Market Cap

$17.3B

Volume

0.4M

52-Wk High

$303.35

52-Wk Low

$238.46

Trailing PE

41.9

P/S

8.99

Gross Margin

69.4%

Net Margin

21.6%

ROE

8%

ROIC

270%

Piotroski

6/9

Altman Z

1.6

1-Yr Return

+4.6%

5-Yr Return

+5.9%

Essex Property Trust, Inc., a prominent S&P 500 constituent, operates as a vertically integrated real estate investment trust (REIT). The company focuses on the purchase, construction, renovation, and ongoing management of residential apartment complexes across select West Coast regions. Currently, Essex maintains ownership interests in 246 apartment communities, offering a total of roughly 60,000 homes, with an additional six properties actively advancing through various stages of development.

SectorReal EstateIndustryREIT - ResidentialExchangeNYSEMarket Cap$17.3BEmployees1,689 (SEC-filed)CEOAngela L. KleimanIPO1994-06-07CountryUS

1100 Park Place, San Mateo, CA 94403 · Tel 650-655-7800 · essexapartmenthomes.com

INSIDERSTREET SCORE41 / 100Street mean $309.27 (14 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$0M sold / 6 mo, zero open-market buys

INSIDERSTREET
SCORE41of 100

Score Breakdown

Profitability	53/100
Growth	25/100
Momentum	58/100
Quality	65/100
Earnings Quality	84/100
Balance Sheet	33/100
Value	40/100
Risk (safety)	30/100
Overall	41.2/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
INVH	57
SUI	24
MAA	37
EQR	54
ELS	67
AVB	55
ESS	41

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 67 in 25 Q1, latest 41 — -26 since. Dropped below the 55 line in 25 Q4, at 49. Fell in 4 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

1 Year vs S&P 500 · ESS +4.6% · S&P 500 +15.9% · spread -11.2pp

7 Years vs S&P 500 · ESS +5.9% · S&P 500 +189.9% · spread -184.0pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

BUSINESS QUALITY41 / 100IS Score 41.2 / 100 · -25.9 from peak of 67

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTURELEAN BEARISHTechnical Score 38 / 100 · Power -25 · 8 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit below the midpoint — business quality at 41 and price structure at 38 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 55 and holds two consecutive quarters	now 41.2	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 57 → 49 → 46 → 41	the direction matters more than the level
Technical vote share back above 50%	now 27%	price structure no longer broken
Institutional holder count rises two quarters running	peak 636 → now 636	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Site Convergence Score2 of 4top 13% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)0none disclosed

ETF Funds (30d)806 up / 737 downnet +69 funds

Institutions Added (13F)23managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 636 · latest 636 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%	Guard
2026 Q2	636	66.1M	$16.7B	102.5%	ex-outlier 91.0%
2026 Q1	613	62.3M	$13.0B	96.6%
2025 Q4	622	64.4M	$14.3B	100.0%
2025 Q3	608	64.1M	$14.4B	99.4%
2025 Q2	625	64.0M	$15.6B	99.3%
2025 Q1	630	65.7M	$16.9B	101.9%	ex-outlier 85.7%
2024 Q4	635	60.9M	$15.7B	94.5%
2024 Q3	610	60.7M	$16.1B	94.1%
2024 Q2	582	61.6M	$16.2B	95.5%
2024 Q1	547	62.9M	$14.9B	97.6%
2023 Q4	548	61.9M	$14.9B	96.1%
2023 Q3	523	61.0M	$12.6B	94.6%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Why 2026-06 reads 102.54%. Institutions cannot hold more of a company than exists. The reported 66.1M shares exceed the 64.5M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 7,430,141 shares against 7,255,490 the prior quarter, a 1x jump, which alone would be 11.5% of the company. Excluding that filing, ownership is 91.0%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

Why 2025-03 reads 101.87%. Institutions cannot hold more of a company than exists. The reported 65.7M shares exceed the 64.5M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 10,440,274 shares against 10,353,157 the prior quarter, a 1x jump, which alone would be 16.2% of the company. Excluding that filing, ownership is 85.7%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Kasaris Mary	director	2026-05-27	SELL	600	$0.17M	2,394
Guericke Keith R	director	2026-05-12	A-Award	633	—	17,357
Arabia John V	director	2026-05-12	A-Award	633	—	1,824
Marcus George M	director	2026-05-12	A-Award	1,117	—	223,042
Johnson Amal M	director	2026-05-12	A-Award	633	—	3,824
Hawthorne Maria R	director	2026-05-12	A-Award	633	—	3,711
Kasaris Mary	director	2026-05-12	A-Award	633	—	2,994
Lyons Irving F Iii	director	2026-05-12	A-Award	633	—	9,809

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	1	600	$0.2M	Counted
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$0.2M1 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-05-27	Kasaris Mary	600	$0.2M
2025-03-11	Kasaris Mary	2,800	$0.8M
2025-03-04	Kleiman Angela L.	400	$0.1M
2025-03-03	Guericke Keith R	7,298	$2.3M
Trailing 12 mo	1 filings	600	$0M

Filed	Form	Reporting person	% of class	Shares
2026-05-15	SCHEDULE 13G/A	Cohen & Steers Ireland Limited	0.01%	0.0M sh
2026-04-29	SCHEDULE 13G	Vanguard Capital Management	7.56%	4.9M sh
2026-03-26	SCHEDULE 13G/A	The Vanguard Group	—	exit/reporting change
2025-08-14	SCHEDULE 13G	T. Rowe Price Associates, Inc.	5.20%	3.3M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	SELL	$1,001 - $15,000	2026-01-13	2026-02-10
Rick Larsen	House	SELL	$1,001 - $15,000	2026-01-07	2026-01-15
Richard Ray Larsen	House	SELL	$1,001 - $15,000	2026-01-07	2026-01-15
Sheldon Whitehouse	Senate	SELL	$1,001 - $15,000	2023-04-18	2023-05-17
Sheldon Whitehouse	Senate	SELL	$1,001 - $15,000	2023-04-18	2023-05-17
Sheldon Whitehouse	Senate	SELL	$1,001 - $15,000	2023-04-18	2023-05-16

House 12-Mo5 trades0 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)613

13F Shares62M96.6% of shares out

New / Closed73 / 69positions, QoQ

Increased / Reduced221 / 228positions, QoQ

Put/Call (13F)0.43option positions

Free Float98.9%64M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Ifm Investors Pty Ltd	31,370	$8M
Wealth Enhancement Advisory Servic	23,017	$6M
Czech National Bank	18,466	$5M
Fjarde Ap-Fonden /Fourth Swedish N	14,463	$4M
Pensionfund Pdn	9,695	$3M
Avanza Fonder Ab	7,251	$2M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VNQ	1.0%	$656M
VGSLX	1.0%	$656M
VGSNX	1.0%	$656M
VITSX	0.0%	$551M
VTSAX	0.0%	$551M
VSMPX	0.0%	$551M

13F Filers Holding ESS — quarterly

Institutional Put/Call — quarterly

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session73.5%2026-10-15

20-Day Avg74.2%50-day 68.1%

TrendRising20d vs 50d

By Market CenterQ: 73% · N: 78% · B: 46%latest session

Weekly Notional ($B)

Where ESS Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	0.7M	21 sh
Ubsa Ubs Ats	0.5M	27 sh
Sgmt Sigma X2	0.4M	20 sh
Mlix Instinct X	0.3M	29 sh
Ebxl Level Ats	0.3M	15 sh
Mstx Ms Trajectory Cross (Ats-1)	0.3M	16 sh

Where a dollar of Essex Property Trust, Inc. revenue goes. All values FY2025 filings, live.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

ESS (live moat model)Peer median: INVH · SUI · MAA · EQR · ELS

Component scores from the live moat model. Peer median illustrative.

Moat score 52/100 — Weak; primary source Switching Costs.

3.8 · Employees (SEC filings)

Officer	Title
Angela L. Kleiman	President, Chief Executive Officer & Director
Barbara Pak	Executive Vice President & Chief Financial Officer
Rylan Burns	Executive Vice President & Chief Investment Officer
Anne Morrison	Executive Vice President, Chief Administrative Officer, General Counsel & Secretary

Revenue ($M)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)1 of 6recent quarters

Avg Surprise-4.8%

Next Report2026-10-27

Income Quality2.65OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	-3.7%	+11.5%	+3.9%	+6.3%	+7.1%
Gross profit	-5.9%	-8.2%	+2.5%	+6.2%	+8.3%
Operating income	+7.8%	+12.3%	-1.8%	+20.3%	+18.6%
Net income	-14.1%	-16.4%	-0.6%	+82.7%	-9.3%

$M · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	1,441	1,607	1,669	1,774	1,901
Cost of revenue	232	498	532	567	593
Gross profit	1,208	1,109	1,137	1,208	1,308
R&D expense	0	0	0	0	0
SG&A expense	52	57	63	99	69
Operating income	530	595	584	703	834
EBITDA	1,504	1,196	1,192	1,627	1,563
D&A	520	539	548	580	608
Pretax income	781	433	431	811	698
Income tax	0	0	0	0	0
Net income	489	408	406	742	672
Diluted EPS ($)	7.51	6.27	6.32	11.54	10.41
Diluted shares (M)	65	65	64	64	64

Operating CF$1,074M

CapEx$0M

Free cash flow$1,074M

SBC$10M

Buybacks$8M

Net cash change$10M

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$M	FY22	FY23	FY24	FY25
Cash & equivalents	33.3	391.7	66.8	85.6
ST investments	112.7	87.8	69.8	98.1
Receivables (net)	103.0	174.6	206.7	141.6
Total current assets	258.5	662.8	352.3	227.2
PP&E (net)	67.2	63.8	51.6	50.8
Goodwill + intangibles	0.0	0.0	7.7	7.5
Total assets	12,372.9	12,361.4	12,927.4	13,159.0
Accounts payable	165.5	176.4	212.7	221.2
Short-term debt	52.1	0.0	137.9	549.4
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	389.9	352.8	530.5	98.8
Long-term debt	5,906.1	6,205.7	6,463.7	6,302.4
Total liabilities	6,450.6	6,735.2	7,176.1	7,422.1
Shareholders' equity	5,922.3	5,626.2	5,751.2	5,736.9

Cash Flow Statement — Full

$M	FY22	FY23	FY24	FY25
Net income	433.0	405.8	811.3	669.7
D&A	539.3	548.4	580.2	614.7
Stock-based compensation	7.2	0.0	7.2	10.2
Working capital change	(2.5)	(1.7)	55.3	(4.3)
Operating cash flow	975.6	980.1	1,068.3	1,074.4
Capital expenditures	(163.2)	(140.4)	(136.4)	0.0
Investing cash flow	146.0	(145.1)	(973.1)	(552.5)
Buybacks	(190.0)	(96.0)	(0.3)	(8.1)
Dividends paid	(565.9)	(587.0)	(620.5)	(654.1)
Debt issuance / (repay)	(353.7)	243.5	289.7	201.7
Financing cash flow	(1,137.6)	(477.3)	(419.7)	(512.2)
Free cash flow	812.5	839.7	931.9	1,074.4

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	8.1%	7.0%	7.3%	13.5%	12.1%	8%
ROA	3.8%	3.2%	3.3%	5.9%	5.2%	3.2%
ROIC	4.3%	5.2%	5.2%	5.8%	6.8%	269.7%
Gross margin	83.9%	69.0%	68.1%	68.1%	68.8%	69.4%
Operating margin	36.8%	37.0%	35.0%	39.6%	43.9%	29.1%
Net margin	33.9%	25.4%	24.3%	41.8%	35.4%	21.6%
EBITDA margin	104.4%	74.4%	71.4%	91.7%	82.2%	67.7%
FCF margin	54.4%	50.6%	50.3%	52.5%	49.5%	—
VALUATION
P/E	40.99	30.24	36.80	23.86	24.84	41.9
P/B	3.34	2.16	2.75	3.20	3.01	3.3
P/S	13.90	7.69	8.95	9.97	8.85	8.99
P/FCF	25.54	15.20	17.79	18.99	17.88	16.6
EV/EBITDA	17.21	12.42	14.62	15.64	14.22	18.4
EV/Revenue	18.15	11.35	12.42	13.65	12.41	12.5
Earnings yield	2.4%	3.3%	2.7%	4.2%	4.0%	2.40%
FCF yield	3.9%	6.6%	5.6%	5.3%	5.6%	6.02%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	0.85	0.66	1.88	0.66	2.30	0.36
Quick ratio	0.85	0.66	1.88	0.66	2.30	0.36
Debt / equity	1.06	1.05	1.16	1.20	1.25	1.27
Debt / assets	48.9%	48.7%	50.7%	51.5%	52.5%	52.3%
Net debt / EBITDA	4.03	4.01	4.08	4.21	4.08	5.12
Interest coverage	4.92	4.15	4.08	4.11	4.04	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.11	0.13	0.13	0.14	0.14	0.15
Receivables turnover	5.37	7.24	12.02	9.31	10.84	20.0
DSO (days)	68	50	30	39	34	18
DPO (days)	281	281	204	110	156	167
Cash conversion cycle	-164	-231	-174	-71	-123	-149
GROWTH (YoY)
Revenue growth	-3.7%	11.5%	3.9%	6.3%	6.4%	—
Net income growth	-14.1%	-16.4%	-0.6%	82.7%	-9.3%	—
EPS growth	-14.4%	-15.6%	0.2%	82.5%	-9.6%	—
FCF growth	10.0%	3.6%	3.4%	11.0%	0.2%	—
PER SHARE ($)
EPS (diluted, TTM)	7.48	6.31	6.32	11.54	10.43	6.46
Book value / share	91.74	88.31	84.48	86.18	85.97	85.53
Revenue / share	22.05	24.82	26.01	27.62	29.28	29.89
FCF / share	12.00	12.55	13.08	14.50	14.49	16.17
Cash / share	3.68	2.26	7.47	2.13	2.85	2.46
SHAREHOLDER RETURN & SCORES
Buyback yield	0.0%	1.5%	0.6%	0.0%	0.0%	0.37%
Altman Z-Score	2.03	1.39	1.58	1.72	1.64	1.6
Piotroski F-Score	4	7	6	5	6	6/9
Beneish M-Score	-1.91	-3.25	-2.12	0.12	-3.22	-3.40

Model	Score	Zone	Note
Piotroski F-Score	6 / 9	Middling
Altman Z-Score	1.6	Distress (<1.81)	Distress
Income quality	2.65	Cash-backed	OCF ÷ net income
Beneish M-Score	-3.40	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.96
Interest burden	0.63
Operating margin	35.9%
Asset turnover	0.15×
Financial leverage	2.38×
= ROE	8%

Growth Quality (live)	Value
Revenue stability	0.99
Earnings stability	0.20
Earnings persistence	0.81
Revenue CAGR 3y	5.2%
EPS CAGR 3y	-7.9%
FCF CAGR 3y	9.3%

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Buyback Yield0.37%

Dividend Yield3.84%

Total Shareholder Return3.90%cash yield

SBC / Revenue0.3%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
INVH	$16.0B	24.8	7%	29.3%	+6.7%	7/9	-4.9%
SUI	$14.4B	-16.7	-13%	—	-20.0%	4/9	-4.5%
MAA	$13.5B	34.1	7%	21.9%	+0.8%	7/9	-11.3%
EQR	$23.9B	27.6	8%	14.5%	+3.0%	6/9	+2.2%
ELS	$11.9B	30.6	23%	24.2%	+9.6%	7/9	—
AVB	$26.3B	25.2	9%	20.0%	+3.4%	5/9	—
AMH	$11.2B	24.8	7%	24.9%	+4.5%	8/9	—
UDR	$11.0B	21.7	17%	16.2%	+1.5%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

47 Analysts

Str Sell (0)Sell (4)Hold (25)Buy (18)Str Buy (0)

Mean Target (qtr)$309.2714 targets

Target vs. Price+14.8%last-quarter mean

Next Report2026-10-27street $1.47

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$1.95B	$1.96B / $1.94B	$5.57	$5.62 / $5.39	5
FY2027	$2.02B	$2.03B / $1.99B	$6.34	$6.37 / $6.26	6
FY2028	$2.10B	$2.13B / $2.05B	$6.83	$6.97 / $6.61	3

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$303.33	+12.6%	3
Last Quarter	$309.27	+14.8%	14
Last Year	$295.97	+9.9%	41
All Time	$297.53	+10.4%	88

Rolling mean of published targets vs. last close $269.43. Aggregated from StreetInsider, Benzinga, Investing.

Third-Party Composite Rating

B-

DCF

4/5

ROE

3/5

ROA

3/5

Debt/Eq

3/5

P/E

1/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

ESS +4.6% vs S&P 500 +15.9% — spread -11.2pp

Sector — XLRE +0.9%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$270.14	-0.71	-0.26%	Below
SMA 50	$276.62	-7.19	-2.60%	Below
SMA 200	$268.49	+0.94	+0.35%	Above
EMA 9	$270.08	-0.65	-0.24%	Below
EMA 21	$271.15	-1.72	-0.63%	Below
EMA 50	$274.95	-5.52	-2.01%	Below
EMA 200	$272.68	-3.25	-1.19%	Below

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTLEAN BEARISHPower Score -258 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%44

Momentum 25%20

Volume 20%50

Volatility 10%17

Patterns 15%50

This Week27% bullishof 11 price-based votes

4 Weeks Ago18%+9 pts since

12 Weeks Ago45%-18 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$270.14

Price vs SMA 50$276.62

Price vs SMA 200$268.49

EMA 9/21 Cross270.1/271.1

SMA 50/200Golden

ADX DirectionADX 19

Supertrend$281

Parabolic SAR$268

SMA Slope0.100

RSI44.3

Stochastic K/D33/38

StochRSI K/D59/70

Williams %R-67

CCI-28

TSI vs Signal-12.8

CMO-11.3

ROC0.34%

OBV SignalAccum

Chaikin MF-0.130

MFI45

Force Index-0M

Elder Ray Bull0.80

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 38

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$271.07 / $272.89 / $276.12	S1 / S2	$267.84 / $266.02
Bollinger (20,2)	$267.48 – $272.79	Squeeze	ON
52-wk range	$235.91 – $303.35	Off 52-wk high	-11.1%
ATR (14)	$4.53 (1.7%)	Historical vol	11.7%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+1.4%Jan55%

-0.4%Feb45%

+2.5%Mar76%

+2.9%Apr60%

+0.4%May50%

-0.5%Jun65%

+2.0%Jul85%

+0.8%Aug60%

-1.3%Sep45%

+1.8%Oct60%

+0.3%Nov50%

+1.8%Dec50%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	ESS	S&P 500
Weekly volatility (σ, 1y)	2.33%	1.83%
Best / worst week (1y)	+5.3% / -5.3%	—
Max drawdown (5y, monthly)	-42.5%	—
1-week VaR (95%)	-4.1%	—
Beta (5y)	0.71	1.00

ESS EQUITY WEATHER (LIVE)RAINY · -17

Trend-26

Momentum-14

Volume+19

Volatility-30

Breadth-50

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 74 stories, weekly buckets, −1 to +1.

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Overall-17.0+9.5 vs industry

Trend-26.4+16.1 vs industry

Momentum-13.7-10.1 vs industry

Volume+19.0+53.6 vs industry

Reading	ESS	REIT - Residential n=75	Real Estate n=2,764	All US symbols n=70,435
Overall	-17.0	-26.5	-28.0	-20.5
Trend	-26.4	-42.5	-37.3	-21.3
Momentum	-13.7	-3.5	-17.0	-15.8
Volume	+19.0	-34.6	-26.6	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Angela L. Kleiman CEO and President	$8.2M	88% equity+incentive
Barb M. Pak CFO and EVP	$4.0M	83% equity+incentive
Anne Morrison CAO, General Counsel and EVP	$2.4M	77% equity+incentive
Rylan Burns CIO and EVP	$2.2M	77% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	52
Social	51
Governance	55
Composite ESG	53

Composite ESG Trend

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

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Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-08-03 to 2026-04-28
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	113 rows · 1998 to 2026
Insider transactions (Form 4)	edgar/form4	9 rows · 2026-05-12 to 2026-05-27
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2025-08-14 to 2026-05-15
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Essex Property Trust, Inc. (ESS)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Essex Property Trust, Inc. (ESS)

Essex Property Trust, Inc. (ESS)

Institutions holding — 12 quarters

Essex Property Trust, Inc. (ESS)

Monthly Net Insider Flow (000 shares)

Signal Summary

Essex Property Trust, Inc. (ESS)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding ESS — quarterly

Institutional Put/Call — quarterly

Essex Property Trust, Inc. (ESS)

Where ESS Trades in the Dark

Essex Property Trust, Inc. (ESS)

3.8 · Employees (SEC filings)

Essex Property Trust, Inc. (ESS)

Essex Property Trust, Inc. (ESS)

Essex Property Trust, Inc. (ESS)

Balance Sheet — Full

Cash Flow Statement — Full

Essex Property Trust, Inc. (ESS)

Essex Property Trust, Inc. (ESS)

Essex Property Trust, Inc. (ESS)

Essex Property Trust, Inc. (ESS)

Street Price Target — Trajectory

Third-Party Composite Rating

Essex Property Trust, Inc. (ESS)

Essex Property Trust, Inc. (ESS)

Family Scores (site weights)

Essex Property Trust, Inc. (ESS)

Essex Property Trust, Inc. (ESS)

Essex Property Trust, Inc. (ESS)