NYSE: ESS - Essex Property Trust

Доходность за полгода: +13.64%
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% (300.81)
Изменение цены за неделю: +2.4% (293.76)
Изменение цены за месяц: +3.25% (291.35)
Изменение цены за 3 месяца: +5.12% (286.16)
Изменение цены за полгода: +13.64% (264.71)
Изменение цены за год: +43.21% (210.05)
Изменение цены за 3 года: -11.38% (339.44)
Изменение цены за 5 лет: +42.96% (210.41)
Изменение цены за 10 лет: +28.73% (233.67)
Изменение цены с начала года: +22.36% (245.84)

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, % 3.61 9.03
DSI 0.9286 9.29
Итого: 5.27

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
1.17% 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 -8.9230769230769
Invesco S&P 500® Equal Weight Real Estate ETF 3.45 2.8410180174423 2.54
Residential REIT ETF 4.33127 30.100725221595 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 8.7974172719935 2.36612
SPDR Dow Jones REIT ETF 1.74195 21.645879473132 3.97443
JPMorgan BetaBuilders MSCI US REIT ETF 1.71026 23.80388736606 4.00085
iShares Residential and Multisector Real Estate ETF 4.19233 32.211032616865 3.59832
FlexShares Global Quality Real Estate Index Fund 2.54347 19.087092977638 4.01417
US Diversified Real Estate ETF 2.00572 24.4094027471 3.83962
First Trust S&P REIT Index Fund 1.60727 24.74893429494 3.98643
Nuveen Short-Term REIT ETF 5.27086 21.505901064541 5.37402
Hoya Capital Housing ETF 1.48829 35.786317797765 2.53009
ProShares S&P 500 Dividend Aristocrats ETF 1.5525 17.120106171201 2.36527
SPDR Dow Jones Global Real Estate ETF 1.28275 15.209701869631 4.1185
First Trust Active Factor Large Cap ETF 0.05305 35.695238095238 1.67411
Avantis Real Estate ETF 1.17043 12.685304442256 3.98939
JPMorgan BetaBuilders U.S. Equity ETF 0.04032 31.727206240858 1.42604
Vanguard Intermediate-Term Bond ETF 0.01 3.0451332245786 3.45
BNY Mellon US Large Cap Core Equity ETF 0.04035 31.990740740741 1.41823
Inspire Global Hope ETF 0.26948 19.751901126198 2.7605
Vanguard Long-Term Bond ETF 0.01 2.8505281435393 4.89
Vanguard Short-Term Bond ETF 0.01 2.2565320665083 3.02
Global X S&P 500 Catholic Values Custom ETF 0.05481 167.74838112858 1.82969
iShares MSCI ACWI Low Carbon Target ETF 0.00985 27.046233911655 2.05381
Xtrackers Russell US Multifactor ETF 0.07765 31.566701317102 1.63409
WisdomTree Global High Dividend Fund 0.17863 18.276310090948 5.00555
Dimensional US Real Estate ETF 1.441 20.330739299611 3.98009
WisdomTree US High Dividend Fund 0.12336 -94.124018413214 4.06936
iShares Core Dividend ETF 0.07535 30.616875986908 3.10166
WisdomTree U.S. MidCap Dividend Fund 0.63243 26.950523311132 2.93788
Direxion Daily Real Estate Bull 3x Shares 1.02655 58.048162230672 3.38584
Invesco Russell 1000 Equal Weight ETF 0.15527 23.843503937008 2.1901
IQ Engender Equality ETF 1.35832 30.639799204395 1.74017
iShares Environmentally Aware Real Estate ETF 1.06231 14.828308207705 3.86
FlexShares STOXX US ESG Select Index Fund 0.06346 24.729860712234 1.57272
FlexShares STOXX Global ESG Select Index Fund 0.05355 21.708572559889 2.18372
Vanguard ESG U.S. Stock ETF 0.04 32.395678092399 1.26927
iShares MSCI USA Equal Weighted ETF 0.17483 27.495824232301 1.80633
First Trust Multi Cap Growth AlphaDEX Fund 0.19134 41.560262822399 1.02425
Fidelity Momentum Factor ETF 0.17194 41.443916168426 1.17922
First Trust Large Cap Core AlphaDEX Fund 0.19136 -98.016785063752 1.90065
RiverNorth Patriot ETF 0.21992 29.660107334526 2.28129
Franklin U.S. Large Cap Multifactor Index ETF 0.11047 30.931649978232 1.56519
Schwab Fundamental U.S. Broad Market Index ETF 0.03201 -57.771210013908 2.19075
Schwab Fundamental U.S. Large Company ETF 0.03521 -57.936101144712 2.21151
Fidelity Quality Factor ETF 0.16965 29.818768238366 1.5157
Fidelity MSCI Real Estate Index ETF 1.28167 20.217664294684 3.67211
First Trust Large Cap Growth AlphaDEX Fund 0.39154 37.487894634902 1.01462
WisdomTree Efficient Gold Plus Equity Strategy Fund 0.03105 54.896029488361 1.40216
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.20303 29.189277499792 1.78003
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.11706 88.549923933061 1.44147
Gotham Enhanced 500 ETF 0.012 30.115508276108 1.55253
Goldman Sachs MarketBeta U.S. Equity ETF 0.04063 31.651464234278 1.42124
Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0378 32.996534978682 1.42661
Humankind US Stock ETF 0.04147 18.809430395549 1.99919
iShares Cohen & Steers REIT ETF 2.22032 19.462203836029 3.64692
iShares Morningstar U.S. Equity ETF 0.03894 31.964001274291 1.41244
iShares Morningstar Growth ETF 0.03825 37.984019668101 0.5823
iShares Morningstar Value ETF 0.03965 25.436111525272 2.17567
iShares Morningstar Mid-Cap ETF 0.18235 29.735078106311 1.7458
iShares Morningstar Mid-Cap Growth ETF 0.17337 31.012445341406 0.94237
iShares Morningstar Mid-Cap Value ETF 0.19144 25.43748011454 2.55106
IQ Candriam ESG U.S. Large Cap Equity ETF 0.07447 28.932547478716 1.44565
iShares Russell 1000 Value ETF 0.07822 24.865073245952 2.15361
iShares Russell Midcap ETF 0.16778 28.523489932886 1.71565
iShares Russell Mid-Cap Value ETF 0.22077 27.032083060518 2.03934
iShares Russell 3000 ETF 0.03571 31.230028873917 1.43482
iShares Dow Jones U.S. ETF 0.03768 31.213924963925 1.41797
JPMorgan Carbon Transition U.S. Equity ETF 0.07584 25.534533551555 1.26506
John Hancock Multifactor Large Cap ETF 0.05648 30.222468283434 1.59539
John Hancock Multifactor Mid Cap ETF 0.12732 29.665565648225 1.52586
iShares Morningstar Large-Cap ETF 0.03894 257.57492748953 1.41244
iShares Morningstar Large-Cap Growth ETF 0.03825 368.55869242199 0.5823
iShares Morningstar Large-Cap Value ETF 0.03965 89.852392790553 2.17567
iShares Morningstar Mid-Cap ETF 0.18235 305.75145442793 1.7458
iShares Morningstar Mid-Cap Growth ETF 0.17337 537.20878746594 0.94237
JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.33023 25.707760329177 2.40577
JPMorgan Diversified Return Use Equity 0.39334 26.562133164905 2.54778
Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0693 32.307522423251 1.46271
Xtrackers MSCI Kokusai Equity ETF 0.03072 27.881373853981 1.971
HCM Defender 500 Index ETF 0.03183 39.682126107348 1.34734
Franklin U.S. Low Volatility High Dividend Index ETF 0.82987 15.845886442642 3.81535
SPDR S&P 1500 Momentum Tilt ETF 0.03715 38.251249368151 1.12176
WisdomTree U.S. Efficient Core Fund 0.02252 28.705945655098 1.39934
SPDR MSCI ACWI Climate Paris Aligned ETF 0.09794 25.31561461794 1.86415
SPDR MSCI USA Climate Paris Aligned ETF 0.46379 30.733765726342 1.24803
SPDR Russell 1000 Momentum Focus ETF 0.0507 27.709048313845 1.54958
SPDR Russell 1000 Low Volatility Focus ETF 0.14058 22.430477177272 1.95844
SPDR Russell 1000 Yield Focus ETF 0.18979 22.504180561493 3.6546
Global X Adaptive U.S. Risk Management ETF 0.03946 19.250228374675 1.41275
Invesco S&P 500 BuyWrite ETF 0.04265 8.3522287228583 1.43995
Invesco MSCI USA ETF 0.04013 31.983307709203 1.43215
Invesco Dividend Achievers™ ETF 0.08702 25.402480865664 2.15034
Invesco S&P 500® Downside Hedged ETF 0.02295 15.955770978491 1.44362
Invesco FTSE RAFI US 1000 ETF 0.05093 26.212714673094 2.3733
Pacer Trendpilot US Large Cap ETF 0.04171 30.495096866778 1.44165
Principal Value ETF 0.76056 26.651818856719 2.47282
FlexShares Quality Dividend Defensive Index Fund 0.56263 28.815225192419 2.508
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.03695 22.588674548849 1.44158
FlexShares US Quality Large Cap Index Fund 0.55132 34.829020700637 1.61317
QRAFT AI Enhanced U.S. Large Cap ETF 0.09877 31.155018846182 1.25914
SPDR MSCI World StrategicFactors ETF 0.00743 21.440646130729 2.3827
PIMCO RAFI ESG U.S. ETF 0.03721 22.852440460314 2.34728
iShares Global REIT ETF 1.14979 17.238225880201 4.23114
ProShares Short Real Estate 1.59 -20.019389238972 4.57
US Equity Dividend Select ETF 0.32704 -2.3539982030548 3.20163
IQ CBRE NextGen Real Estate ETF 1.64645 12.431131318534 3.95975
Invesco S&P 500® Equal Weight ETF 0.20275 24.986346258875 1.93354
Invesco S&P 500 Revenue ETF 0.0106 25.484388498087 2.08195
Schwab U.S. Broad Market ETF 0.0374 -56.193181818182 1.43354
Schwab US REIT ETF 1.37855 19.529159978598 3.94955
Schwab 1-5 Year Corporate Bond ETF 0 -48.420720151611 3.48
Schwab 1000 Index ETF 0.03891 -34.268125854993 1.42441
Schwab U.S. Large-Cap Value ETF 0.08715 -58.764910161558 2.38078
Schwab U.S. Large-Cap ETF 0.04012 -56.173298624024 1.42733
Schwab U.S. Aggregate Bond ETF 0 -48.675717783218 3.65
SPDR S&P Dividend ETF 1.07115 18.563480020233 2.68707
ProShares Short Financials 0.34 186.02194229988 5.21
ProShares UltraShort Financials 0.34 102.15674720094 5.07
FlexShares Credit-Scored US Corporate Bond Index Fund 0.07 3.502399403044 4.56
SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.03778 30.865971972691 1.46083
Direxion Daily S&P 500 Bull 2x Shares 0.03738 63.208342110807 1.4399
Direxion Daily S&P 500 Bull 3X Shares 0.04006 1959.8192839986 1.45226
ProShares S&P 500 Ex-Technology ETF 0.05957 26.581047476121 1.82312
ProShares S&P 500 Ex-Health Care ETF 0.04804 -32.287170288914 1.40888
ProShares UltraShort Real Estate 1.59 155.06364139458 4.26
Syntax Stratified LargeCap ETF 0.11817 21.129804445378 1.99305
FlexShares Morningstar US Market Factor Tilt Index Fund 0.02353 31.776653355295 1.69572
iShares MSCI Kokusai ETF 0.02943 25.89122322104 1.97357
T. Rowe Price U.S. Equity Research ETF 0.1549 33.316764893844 1.24191
VictoryShares US Value Momentum ETF 0.95026 32.935197229575 2.14027
ProShares UltraPro S&P500 0.02137 95.898922949461 1.43997
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1594 31.302253569585 1.42468
iShares Core U.S. REIT ETF 1.57652 23.681510363226 3.9869
Vanguard Intermediate-Term Corporate Bond ETF 0.01 4.7187981510016 4.17
Vanguard Long-Term Corporate Bond ETF 0.01 4.3647596024711 4.94
US Vegan Climate ETF 0.08682 35.734877479 1.299
SPDR S&P 1500 Value Tilt ETF 0.04452 27.14840508514 2.3833
Vanguard Mid-Cap ETF 0.24 27.343134072253 1.65052
Vanguard Mid-Cap Value ETF 0.44 26.245012560958 2.29873
Vanguard Russell 1000 ETF 0.04 31.060019361084 1.43539
Vanguard Russell 1000 Value ETF 0.08 24.820722962096 2.15186
Vanguard S&P 500 Value ETF 0.09 22.285966460724 2.28265
Vanguard Russell 3000 ETF 0.03 31.87314172448 1.43817
Vanguard Large Cap ETF 0.04 31.694015213127 1.41978
iShares ESG Screened S&P 500 ETF 0.0447 32.721528076978 1.30173
Global X S&P 500 Covered Call & Growth ETF 0.04015 20.971154550113 1.43973
iShares MSCI ACWI ETF 0.02996 -19.679618719799 2.10908
Columbia U.S. ESG Equity Income ETF 0.03498 -99.180880631677 1.44131
iShares Genomics Immunology and Healthcare ETF 0.03722 -70.077014218009 1.54385
Global X NASDAQ 100 Covered Call ETF 2.40247 15.303200099614 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