NYSE: ESS - Essex Property Trust

Доходность за полгода: +22.28%
Сектор: Real Estate

График акции Essex Property Trust


О компании

Essex Property Trust, Inc., входящая в список S&P 500, представляет собой полностью интегрированный инвестиционный фонд недвижимости (REIT), который приобретает, развивает, перестраивает и управляет многоквартирной жилой недвижимостью на отдельных рынках Западного побережья. В настоящее время Essex владеет 246 многоквартирными домами, включающими около 60 000 многоквартирных домов, а также еще 6 объектов недвижимости на различных стадиях активной застройки.


Цена ао 210.1
P/E 45.21
P/S 13.6
P/BV 3.08
EV/EBITDA 22.16
Дивиденд ао 9.24
Див.доход ао 3.91
EBITDA 1.16
Сайт http://www.essexapartmenthomes.com
Число акций ао 0.06425 млрд
Выручка 1.46
ISIN US2971781057
Валюта usd
IPO date 1994-06-06
Sector Real Estate
Industry Residential REITs
Валюта отчета usd
Изменение цены за день: +0.9709% (285.31)
Изменение цены за неделю: -0.6209% (289.88)
Изменение цены за месяц: -6.55% (308.26)
Изменение цены за 3 месяца: +5.01% (274.33)
Изменение цены за полгода: +22.28% (235.59)
Изменение цены за год: +30.66% (220.48)
Изменение цены за 3 года: -15.93% (342.67)
Изменение цены за 5 лет: +39.95% (205.85)
Изменение цены за 10 лет: +23.44% (233.38)
Изменение цены с начала года: +17.61% (244.95)

Недооценка

Название Значение Оценка
P/S 9.41 1
P/BV 2.79 6
P/E 38.69 4
EV/EBITDA 19.9 6
Итого: 5.88

Эффективность

Название Значение Оценка
ROA, % 3.28 1
ROE, % 7.48 2
Итого: 3.5

Дивиденды

Название Значение Оценка
Div yield, % 3.62 9.05
DSI 0.9286 9.29
Итого: 7.37

Долг

Название Значение Оценка
Debt/EBITDA 6.1 0
Итого: 3.6

Импульс роста

Название Значение Оценка
Доходность Revenue, % 14.34 3
Доходность Ebitda, % -6.56 0
Доходность EPS, % -5.17 0
Итого: 0.8

Дивиденд, % Дивиденд По итогам периода Купить до Дата закрытия реестра Выплата до
0.82% 2.45 II кв. 2024 27.09.2024 30.09.2024 15.10.2024
0.95% 2.45 I кв. 2024 26.06.2024 28.06.2024 15.07.2024
0.95% 2.45 IV кв. 2023 25.03.2024 27.03.2024 11.04.2024
1.01% 2.31 III кв. 2023 27.12.2023 29.12.2023 15.01.2024
1.01% 2.31 I кв. 2023 27.06.2023 29.06.2023 14.07.2023
1.18% 2.31 IV кв. 2022 28.03.2023 30.03.2023 14.04.2023
1.04% 2.2 III кв. 2022 28.12.2022 30.12.2022 16.01.2023
0.91% 2.2 II кв. 2022 27.09.2022 29.09.2022 14.10.2022
0.83% 2.2 I кв. 2022 27.06.2022 29.06.2022 14.07.2022
0.64% 2.2 IV кв. 2021 28.03.2022 30.03.2022 14.04.2022
0.66% 2.09 III кв. 2021 29.12.2021 31.12.2021 17.01.2022
0.6% 2.09 II кв. 2021 27.09.2021 29.09.2021 14.10.2021
0.65% 2.09 I кв. 2021 25.06.2021 29.06.2021 14.07.2021
0.73% 2.09 IV кв. 2020 26.03.2021 30.03.2021 14.04.2021

Дата сделки Дата раскрытия Инсайдер Тип Цена Объем Количество Доля до, % Доля после, % Документ
16.09.2024 16.09.2024 Kleiman Angela L.
Officer
Покупка 315.1 2 546 010 8080 0 0.01 cсылка
21.06.2024 25.06.2024 Kleiman Angela L.
President and CEO
Продажа 278.27 1 051 860 3780 0 -0.01 cсылка
28.10.2021 29.10.2021 SCHALL MICHAEL J
President and CEO
Продажа 343.72 10 779 700 31362 0 -0.05 cсылка
28.10.2021 29.10.2021 SCHALL MICHAEL J
President and CEO
Покупка 240.61 7 546 010 31362 0 0.05 cсылка
27.10.2021 28.10.2021 Farias John
Senior Vice President and CAO
Продажа 340.61 1 716 670 5040 0 -0.01 cсылка
27.10.2021 28.10.2021 Farias John
Senior Vice President and CAO
Покупка 240.61 1 212 670 5040 0 0.01 cсылка
27.10.2021 28.10.2021 Kleiman Angela L.
Sr. EVP & COO
Продажа 341.8 5 895 710 17249 0 -0.03 cсылка
27.10.2021 28.10.2021 Kleiman Angela L.
Sr. EVP & COO
Покупка 240.61 4 150 280 17249 0 0.03 cсылка
27.10.2021 28.10.2021 Berry Adam W
Executive Vice President & CIO
Продажа 342.39 4 103 540 11985 0 -0.02 cсылка
27.10.2021 28.10.2021 Berry Adam W
Executive Vice President & CIO
Покупка 240.61 2 883 710 11985 0 0.02 cсылка
09.09.2021 10.09.2021 ROBINSON THOMAS E
Director
Продажа 330.76 2 424 140 7329 0 -0.01 cсылка
09.09.2021 10.09.2021 ROBINSON THOMAS E
Director
Покупка 229.9 1 684 940 7329 0 0.01 cсылка
31.08.2021 01.09.2021 ROBINSON THOMAS E
Director
Продажа 329.3 823 250 2500 0 0 cсылка
31.08.2021 01.09.2021 ROBINSON THOMAS E
Director
Покупка 224.05 560 125 2500 0 0 cсылка

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ETF Доля, % Доходность за год, % Дивиденды, %
Kelly Residential & Apartment Real Estate ETF 7.21 0.33898305084746
Invesco S&P 500® Equal Weight Real Estate ETF 3.45 10.252148108619 2.54
Residential REIT ETF 4.33127 35.871463499825 3.30859
FinEx USA UCITS ETF 0.04 54.54
FinEx US REIT UCITS ETF USD 1.39 28.88
FT Vest S&P 500 Dividend Aristocrats Target Income ETF 1.51912 13.024236037935 2.36612
SPDR Dow Jones REIT ETF 1.74195 32.738244908222 3.97443
JPMorgan BetaBuilders MSCI US REIT ETF 1.71026 34.336912954801 4.00085
iShares Residential and Multisector Real Estate ETF 4.19233 36.743566644471 3.59832
FlexShares Global Quality Real Estate Index Fund 2.54347 24.381904314415 4.01417
US Diversified Real Estate ETF 2.00572 33.195477384967 3.83962
First Trust S&P REIT Index Fund 1.60727 34.646924829157 3.98643
Nuveen Short-Term REIT ETF 5.27086 25.984805318139 5.37402
Hoya Capital Housing ETF 1.48829 39.329649544009 2.53009
ProShares S&P 500 Dividend Aristocrats ETF 1.5525 23.403758608614 2.36527
SPDR Dow Jones Global Real Estate ETF 1.28275 26.660289696638 4.1185
First Trust Active Factor Large Cap ETF 0.05305 39.589287172369 1.67411
Avantis Real Estate ETF 1.17043 27.121001390821 3.98939
JPMorgan BetaBuilders U.S. Equity ETF 0.04032 37.05304518664 1.42604
Vanguard Intermediate-Term Bond ETF 0.01 6.9103409569244 3.45
BNY Mellon US Large Cap Core Equity ETF 0.04035 37.135740971357 1.41823
Inspire Global Hope ETF 0.26948 20.030841121495 2.7605
Vanguard Long-Term Bond ETF 0.01 9.935155164428 4.89
Vanguard Short-Term Bond ETF 0.01 3.7468320661598 3.02
Global X S&P 500 Catholic Values Custom ETF 0.05481 184.72434525629 1.82969
iShares MSCI ACWI Low Carbon Target ETF 0.00985 28.339345445006 2.05381
Xtrackers Russell US Multifactor ETF 0.07765 28.677444941593 1.63409
WisdomTree Global High Dividend Fund 0.17863 23.826380185966 5.00555
Dimensional US Real Estate ETF 1.441 36.639566395664 3.98009
WisdomTree US High Dividend Fund 0.12336 -94.175703667601 4.06936
iShares Core Dividend ETF 0.07535 34.588946934286 3.10166
WisdomTree U.S. MidCap Dividend Fund 0.63243 30.365482233503 2.93788
Direxion Daily Real Estate Bull 3x Shares 1.02655 128.79858657244 3.38584
Invesco Russell 1000 Equal Weight ETF 0.15527 26.990620114643 2.1901
IQ Engender Equality ETF 1.35832 29.651219275236 1.74017
iShares Environmentally Aware Real Estate ETF 1.06231 29.043442131019 3.86
FlexShares STOXX US ESG Select Index Fund 0.06346 30.394663488341 1.57272
FlexShares STOXX Global ESG Select Index Fund 0.05355 28.129149381484 2.18372
Vanguard ESG U.S. Stock ETF 0.04 39.619803063457 1.26927
iShares MSCI USA Equal Weighted ETF 0.17483 31.945209251101 1.80633
First Trust Multi Cap Growth AlphaDEX Fund 0.19134 34.784769857839 1.02425
Fidelity Momentum Factor ETF 0.17194 45.658899676375 1.17922
First Trust Large Cap Core AlphaDEX Fund 0.19136 -97.994922842446 1.90065
RiverNorth Patriot ETF 0.21992 31.336340569495 2.28129
Franklin U.S. Large Cap Multifactor Index ETF 0.11047 37.118841933224 1.56519
Schwab Fundamental U.S. Broad Market Index ETF 0.03201 -56.339335437164 2.19075
Schwab Fundamental U.S. Large Company ETF 0.03521 -56.22084548105 2.21151
Fidelity Quality Factor ETF 0.16965 34.16615635844 1.5157
Fidelity MSCI Real Estate Index ETF 1.28167 33.19578175149 3.67211
First Trust Large Cap Growth AlphaDEX Fund 0.39154 42.63553578992 1.01462
WisdomTree Efficient Gold Plus Equity Strategy Fund 0.03105 67.683301264994 1.40216
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.20303 33.812639917341 1.78003
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.11706 97.064046202914 1.44147
Gotham Enhanced 500 ETF 0.012 39.810736557499 1.55253
Goldman Sachs MarketBeta U.S. Equity ETF 0.04063 37.368330464716 1.42124
Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0378 41.178708500711 1.42661
Humankind US Stock ETF 0.04147 19.097374981669 1.99919
iShares Cohen & Steers REIT ETF 2.22032 34.655101197852 3.64692
iShares Morningstar U.S. Equity ETF 0.03894 38.976857490865 1.41244
iShares Morningstar Growth ETF 0.03825 45.543775649795 0.5823
iShares Morningstar Value ETF 0.03965 31.536130164301 2.17567
iShares Morningstar Mid-Cap ETF 0.18235 29.073104845517 1.7458
iShares Morningstar Mid-Cap Growth ETF 0.17337 36.274328081557 0.94237
iShares Morningstar Mid-Cap Value ETF 0.19144 33.004840940526 2.55106
IQ Candriam ESG U.S. Large Cap Equity ETF 0.07447 24.370974891143 1.44565
iShares Russell 1000 Value ETF 0.07822 29.876316683656 2.15361
iShares Russell Midcap ETF 0.16778 33.12575030012 1.71565
iShares Russell Mid-Cap Value ETF 0.22077 32.232562793956 2.03934
iShares Russell 3000 ETF 0.03571 36.935557303092 1.43482
iShares Dow Jones U.S. ETF 0.03768 37.046622080062 1.41797
JPMorgan Carbon Transition U.S. Equity ETF 0.07584 32.777537348313 1.26506
John Hancock Multifactor Large Cap ETF 0.05648 30.323540349572 1.59539
John Hancock Multifactor Mid Cap ETF 0.12732 33.303867403315 1.52586
iShares Morningstar Large-Cap ETF 0.03894 269.05205388325 1.41244
iShares Morningstar Large-Cap Growth ETF 0.03825 362.5260756193 0.5823
iShares Morningstar Large-Cap Value ETF 0.03965 87.105981652163 2.17567
iShares Morningstar Mid-Cap ETF 0.18235 335.14331814566 1.7458
iShares Morningstar Mid-Cap Growth ETF 0.17337 549.03555941023 0.94237
JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.33023 29.471593018938 2.40577
JPMorgan Diversified Return Use Equity 0.39334 25.821065269546 2.54778
Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0693 34.373268647429 1.46271
Xtrackers MSCI Kokusai Equity ETF 0.03072 30.1067971111 1.971
HCM Defender 500 Index ETF 0.03183 34.549750590706 1.34734
Franklin U.S. Low Volatility High Dividend Index ETF 0.82987 22.483423749247 3.81535
SPDR S&P 1500 Momentum Tilt ETF 0.03715 39.913209606987 1.12176
WisdomTree U.S. Efficient Core Fund 0.02252 40.459838757838 1.39934
SPDR MSCI ACWI Climate Paris Aligned ETF 0.09794 37.615356220007 1.86415
SPDR MSCI USA Climate Paris Aligned ETF 0.46379 39.716776525622 1.24803
SPDR Russell 1000 Momentum Focus ETF 0.0507 28.183379835252 1.54958
SPDR Russell 1000 Low Volatility Focus ETF 0.14058 23.212437219645 1.95844
SPDR Russell 1000 Yield Focus ETF 0.18979 26.650005679882 3.6546
Global X Adaptive U.S. Risk Management ETF 0.03946 19.729786933823 1.41275
Invesco S&P 500 BuyWrite ETF 0.04265 4.4640480277592 1.43995
Invesco MSCI USA ETF 0.04013 36.254133207369 1.43215
Invesco Dividend Achievers™ ETF 0.08702 26.468522021075 2.15034
Invesco S&P 500® Downside Hedged ETF 0.02295 23.076923076923 1.44362
Invesco FTSE RAFI US 1000 ETF 0.05093 31.305323925593 2.3733
Pacer Trendpilot US Large Cap ETF 0.04171 34.22688226377 1.44165
Principal Value ETF 0.76056 31.756054608483 2.47282
FlexShares Quality Dividend Defensive Index Fund 0.56263 29.96383363472 2.508
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.03695 30.015133680847 1.44158
FlexShares US Quality Large Cap Index Fund 0.55132 33.736233395711 1.61317
QRAFT AI Enhanced U.S. Large Cap ETF 0.09877 34.810126582278 1.25914
SPDR MSCI World StrategicFactors ETF 0.00743 27.703295826351 2.3827
PIMCO RAFI ESG U.S. ETF 0.03721 29.677257034231 2.34728
iShares Global REIT ETF 1.14979 28.733366190241 4.23114
ProShares Short Real Estate 1.59 -28.150220264317 4.57
US Equity Dividend Select ETF 0.32704 -0.27344968709281 3.20163
IQ CBRE NextGen Real Estate ETF 1.64645 27.298877731837 3.95975
Invesco S&P 500® Equal Weight ETF 0.20275 31.019633603387 1.93354
Invesco S&P 500 Revenue ETF 0.0106 28.074517978114 2.08195
Schwab U.S. Broad Market ETF 0.0374 -54.304905353145 1.43354
Schwab US REIT ETF 1.37855 33.713450292398 3.94955
Schwab 1-5 Year Corporate Bond ETF 0 -47.541684480547 3.48
Schwab 1000 Index ETF 0.03891 -31.446078431373 1.42441
Schwab U.S. Large-Cap Value ETF 0.08715 -56.924920127796 2.38078
Schwab U.S. Large-Cap ETF 0.04012 -54.007595442734 1.42733
Schwab U.S. Aggregate Bond ETF 0 -46.948841477403 3.65
SPDR S&P Dividend ETF 1.07115 26.437192668753 2.68707
ProShares Short Financials 0.34 -31.368892204401 5.21
ProShares UltraShort Financials 0.34 -53.034040453873 5.07
FlexShares Credit-Scored US Corporate Bond Index Fund 0.07 5.7091238369372 4.56
SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.03778 36.702025072324 1.46083
Direxion Daily S&P 500 Bull 2x Shares 0.03738 74.448329916797 1.4399
Direxion Daily S&P 500 Bull 3X Shares 0.04006 123.46843853821 1.45226
ProShares S&P 500 Ex-Technology ETF 0.05957 29.595753999948 1.82312
ProShares S&P 500 Ex-Health Care ETF 0.04804 -30.591469674487 1.40888
ProShares UltraShort Real Estate 1.59 -48.623089760347 4.26
Syntax Stratified LargeCap ETF 0.11817 21.615092123161 1.99305
FlexShares Morningstar US Market Factor Tilt Index Fund 0.02353 30.225899594788 1.69572
iShares MSCI Kokusai ETF 0.02943 32.470638741529 1.97357
T. Rowe Price U.S. Equity Research ETF 0.1549 44.667453758363 1.24191
VictoryShares US Value Momentum ETF 0.95026 34.110787172012 2.14027
ProShares UltraPro S&P500 0.02137 122.94875031558 1.43997
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1594 37.086145583859 1.42468
iShares Core U.S. REIT ETF 1.57652 35.353200883002 3.9869
Vanguard Intermediate-Term Corporate Bond ETF 0.01 9.3023878001472 4.17
Vanguard Long-Term Corporate Bond ETF 0.01 11.585471317383 4.94
US Vegan Climate ETF 0.08682 31.189721298901 1.299
SPDR S&P 1500 Value Tilt ETF 0.04452 30.411340300891 2.3833
Vanguard Mid-Cap ETF 0.24 32.7940664045 1.65052
Vanguard Mid-Cap Value ETF 0.44 32.882376237624 2.29873
Vanguard Russell 1000 ETF 0.04 36.884521395518 1.43539
Vanguard Russell 1000 Value ETF 0.08 30 2.15186
Vanguard S&P 500 Value ETF 0.09 30.834415362537 2.28265
Vanguard Russell 3000 ETF 0.03 35.867021276596 1.43817
Vanguard Large Cap ETF 0.04 38.702928870293 1.41978
iShares ESG Screened S&P 500 ETF 0.0447 37.918734491315 1.30173
Global X S&P 500 Covered Call & Growth ETF 0.04015 18.371672933717 1.43973
iShares MSCI ACWI ETF 0.02996 -18.117565936907 2.10908
Columbia U.S. ESG Equity Income ETF 0.03498 -99.165374349266 1.44131
iShares Genomics Immunology and Healthcare ETF 0.03722 -69.377990430622 1.54385
Global X NASDAQ 100 Covered Call ETF 2.40247 15.179082638845 0.87094



Руководитель Должность Оплата Год рождения
Ms. Angela L. Kleiman President, CEO & Director 2.12M 1971 (53 года)
Ms. Barbara M. Pak CFA Executive VP & CFO 1.97M 1978 (46 лет)
Sudarshana Rangachary Senior Vice President of Human Resources N/A
Ms. Anne M. Morrison Executive VP, Chief Administrative Officer, General Counsel & Secretary 1.05M 1981 (43 года)
Dmitry Taraschansky Senior Vice President of Transactions N/A
Jessica Anderson Senior Vice President of Operations N/A
Mr. Paul Burton Morgan Senior Vice President of Portfolio Strategy & Analytics N/A
Mr. Rylan K. Burns Executive VP & Chief Investment Officer N/A 1985 (39 лет)
Angela Kralovec Senior Vice President of Investment Management
Mr. Brennan McGreevy Group VP & Chief Accounting Officer 1984 (40 лет)

Адрес: United States, San Mateo, CA , 1100 Park Place - открыть в Google картах, открыть Яндекс картах
Сайт: http://www.essexapartmenthomes.com