NYSE: ESS - Essex Property Trust

Доходность за полгода: -2.82%
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.


IPO date 1994-06-06
ISIN US2971781057
Industry Residential REITs
Sector Real Estate
Валюта usd
Валюта отчета usd
Див.доход ао 4.36
Дивиденд ао 9.8
Сайт http://www.essexapartmenthomes.com
Цена ао 271.9
Изменение цены за день: +0.1081% (277.63)
Изменение цены за неделю: -1.93% (283.41)
Изменение цены за месяц: -3.09% (286.79)
Изменение цены за 3 месяца: -5.99% (295.65)
Изменение цены за полгода: -2.82% (286)
Изменение цены за год: +18.81% (233.92)
Изменение цены за 3 года: -19.02% (343.21)
Изменение цены за 5 лет: +12.44% (247.18)
Изменение цены за 10 лет: +22.94% (226.07)
Изменение цены с начала года: -1.72% (282.8)

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, % 3.77 9.43
DSI 1 10
Итого: 7.72

Долг

Название Значение Оценка
Debt/EBITDA 6.1 0
Итого: 3.6

Импульс роста

Название Значение Оценка
Доходность Revenue, % 14.34 3
Доходность Ebitda, % 28.6 4
Доходность EPS, % -5.17 0
Итого: 1.6

Дивиденд, % Дивиденд По итогам периода Купить до Дата закрытия реестра Выплата до
0.9% 2.45 IV кв. 2024 31.12.2024 02.01.2025 17.01.2025
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

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 -8.92
Nuveen Short-Term REIT ETF 5.27086 3.76 5.37402
Residential REIT ETF 4.33127 12.78 3.30859
iShares Residential and Multisector Real Estate ETF 4.19233 13.73 3.59832
Invesco S&P 500® Equal Weight Real Estate ETF 3.45 2.84 2.54
FlexShares Global Quality Real Estate Index Fund 2.54347 19.09 4.01417
Global X NASDAQ 100 Covered Call ETF 2.40247 4.63 0.87094
iShares Cohen & Steers REIT ETF 2.22032 7.53 3.64692
US Diversified Real Estate ETF 2.00572 24.41 3.83962
SPDR Dow Jones REIT ETF 1.74195 7.08 3.97443
JPMorgan BetaBuilders MSCI US REIT ETF 1.71026 9.29 4.00085
IQ CBRE NextGen Real Estate ETF 1.64645 12.43 3.95975
First Trust S&P REIT Index Fund 1.60727 24.75 3.98643
ProShares Short Real Estate 1.59 -20.02 4.57
ProShares UltraShort Real Estate 1.59 155.06 4.26
iShares Core U.S. REIT ETF 1.57652 9.51 3.9869
ProShares S&P 500 Dividend Aristocrats ETF 1.5525 8.39 2.36527
FT Vest S&P 500 Dividend Aristocrats Target Income ETF 1.51912 0.4752 2.36612
Hoya Capital Housing ETF 1.48829 35.79 2.53009
FinEx US REIT UCITS ETF USD 1.48 28.88
Dimensional US Real Estate ETF 1.441 20.33 3.98009
Schwab US REIT ETF 1.37855 6.78 3.94955
IQ Engender Equality ETF 1.35832 30.64 1.74017
SPDR Dow Jones Global Real Estate ETF 1.28275 2.17 4.1185
Fidelity MSCI Real Estate Index ETF 1.28167 6.64 3.67211
Avantis Real Estate ETF 1.17043 12.69 3.98939
iShares Global REIT ETF 1.14979 3.42 4.23114
SPDR S&P Dividend ETF 1.07115 9.07 2.68707
iShares Environmentally Aware Real Estate ETF 1.06231 14.83 3.86
Direxion Daily Real Estate Bull 3x Shares 1.02655 58.05 3.38584
VictoryShares US Value Momentum ETF 0.95026 23.83 2.14027
Franklin U.S. Low Volatility High Dividend Index ETF 0.82987 8.58 3.81535
Principal Value ETF 0.76056 26.65 2.47282
WisdomTree U.S. MidCap Dividend Fund 0.63243 16.29 2.93788
FlexShares Quality Dividend Defensive Index Fund 0.56263 18.62 2.508
FlexShares US Quality Large Cap Index Fund 0.55132 27.61 1.61317
SPDR MSCI USA Climate Paris Aligned ETF 0.46379 30.73 1.24803
Vanguard Mid-Cap Value ETF 0.44 17.44 2.29873
JPMorgan Diversified Return Use Equity 0.39334 26.56 2.54778
First Trust Large Cap Growth AlphaDEX Fund 0.39154 30.76 1.01462
ProShares Short Financials 0.34 186.02 5.21
ProShares UltraShort Financials 0.34 102.16 5.07
JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.33023 25.71 2.40577
US Equity Dividend Select ETF 0.32704 -2.35 3.20163
Inspire Global Hope ETF 0.26948 19.75 2.7605
Vanguard Mid-Cap ETF 0.24 20.88 1.65052
iShares Russell Mid-Cap Value ETF 0.22077 18.01 2.03934
RiverNorth Patriot ETF 0.21992 22.15 2.28129
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.20303 21.07 1.78003
Invesco S&P 500® Equal Weight ETF 0.20275 16.41 1.93354
iShares Morningstar Mid-Cap Value ETF 0.19144 25.44 2.55106
First Trust Large Cap Core AlphaDEX Fund 0.19136 21.2 1.90065
First Trust Multi Cap Growth AlphaDEX Fund 0.19134 41.56 1.02425
SPDR Russell 1000 Yield Focus ETF 0.18979 13.87 3.6546
iShares Morningstar Mid-Cap ETF 0.18235 280.37 1.7458
iShares Morningstar Mid-Cap ETF 0.18235 29.74 1.7458
WisdomTree Global High Dividend Fund 0.17863 18.28 5.00555
iShares MSCI USA Equal Weighted ETF 0.17483 27.5 1.80633
iShares Morningstar Mid-Cap Growth ETF 0.17337 477.51 0.94237
iShares Morningstar Mid-Cap Growth ETF 0.17337 31.01 0.94237
Fidelity Momentum Factor ETF 0.17194 41.44 1.17922
Fidelity Quality Factor ETF 0.16965 29.82 1.5157
iShares Russell Midcap ETF 0.16778 20.77 1.71565
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1594 31.3 1.42468
Invesco Russell 1000 Equal Weight ETF 0.15527 16.58 2.1901
T. Rowe Price U.S. Equity Research ETF 0.1549 33.32 1.24191
SPDR Russell 1000 Low Volatility Focus ETF 0.14058 14.04 1.95844
John Hancock Multifactor Mid Cap ETF 0.12732 20.65 1.52586
WisdomTree US High Dividend Fund 0.12336 16.93 4.06936
Syntax Stratified LargeCap ETF 0.11817 21.13 1.99305
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.11706 24.53 1.44147
Franklin U.S. Large Cap Multifactor Index ETF 0.11047 23.42 1.56519
QRAFT AI Enhanced U.S. Large Cap ETF 0.09877 31.16 1.25914
SPDR MSCI ACWI Climate Paris Aligned ETF 0.09794 25.32 1.86415
Vanguard S&P 500 Value ETF 0.09 13.13 2.28265
Schwab U.S. Large-Cap Value ETF 0.08715 16.44 2.38078
Invesco Dividend Achievers™ ETF 0.08702 17.32 2.15034
US Vegan Climate ETF 0.08682 26.17 1.299
Vanguard Russell 1000 Value ETF 0.08 17.7 2.15186
iShares Russell 1000 Value ETF 0.07822 17.45 2.15361
Xtrackers Russell US Multifactor ETF 0.07765 31.57 1.63409
JPMorgan Carbon Transition U.S. Equity ETF 0.07584 25.53 1.26506
iShares Core Dividend ETF 0.07535 20.03 3.10166
IQ Candriam ESG U.S. Large Cap Equity ETF 0.07447 28.93 1.44565
FlexShares Credit-Scored US Corporate Bond Index Fund 0.07 3.5 4.56
Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0693 32.31 1.46271
FlexShares STOXX US ESG Select Index Fund 0.06346 20.67 1.57272
ProShares S&P 500 Ex-Technology ETF 0.05957 26.58 1.82312
John Hancock Multifactor Large Cap ETF 0.05648 21.77 1.59539
Global X S&P 500 Catholic Values Custom ETF 0.05481 24.56 1.82969
FlexShares STOXX Global ESG Select Index Fund 0.05355 14.99 2.18372
First Trust Active Factor Large Cap ETF 0.05305 35.7 1.67411
Invesco FTSE RAFI US 1000 ETF 0.05093 18.49 2.3733
SPDR Russell 1000 Momentum Focus ETF 0.0507 27.71 1.54958
ProShares S&P 500 Ex-Health Care ETF 0.04804 -32.29 1.40888
iShares ESG Screened S&P 500 ETF 0.0447 25.84 1.30173
SPDR S&P 1500 Value Tilt ETF 0.04452 27.15 2.3833
Invesco S&P 500 BuyWrite ETF 0.04265 8.35 1.43995
Pacer Trendpilot US Large Cap ETF 0.04171 25.03 1.44165
Humankind US Stock ETF 0.04147 18.81 1.99919
Goldman Sachs MarketBeta U.S. Equity ETF 0.04063 25.68 1.42124
BNY Mellon US Large Cap Core Equity ETF 0.04035 31.99 1.41823
JPMorgan BetaBuilders U.S. Equity ETF 0.04032 25.48 1.42604
Global X S&P 500 Covered Call & Growth ETF 0.04015 20.97 1.43973
Invesco MSCI USA ETF 0.04013 25.82 1.43215
Schwab U.S. Large-Cap ETF 0.04012 25.52 1.42733
Direxion Daily S&P 500 Bull 3X Shares 0.04006 68.59 1.45226
FinEx USA UCITS ETF 0.04 54.54
Vanguard Russell 1000 ETF 0.04 25.16 1.43539
Vanguard ESG U.S. Stock ETF 0.04 23.54 1.26927
Vanguard Large Cap ETF 0.04 31.69 1.41978
iShares Morningstar Value ETF 0.03965 25.44 2.17567
iShares Morningstar Large-Cap Value ETF 0.03965 72.44 2.17567
Global X Adaptive U.S. Risk Management ETF 0.03946 19.25 1.41275
iShares Morningstar U.S. Equity ETF 0.03894 31.96 1.41244
iShares Morningstar Large-Cap ETF 0.03894 257.57 1.41244
Schwab 1000 Index ETF 0.03891 25.15 1.42441
iShares Morningstar Growth ETF 0.03825 37.98 0.5823
iShares Morningstar Large-Cap Growth ETF 0.03825 304.17 0.5823
Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0378 33 1.42661
SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.03778 24.29 1.46083
iShares Dow Jones U.S. ETF 0.03768 25.05 1.41797
Schwab U.S. Broad Market ETF 0.0374 24.86 1.43354
Direxion Daily S&P 500 Bull 2x Shares 0.03738 63.21 1.4399
iShares Genomics Immunology and Healthcare ETF 0.03722 -70.08 1.54385
PIMCO RAFI ESG U.S. ETF 0.03721 22.85 2.34728
SPDR S&P 1500 Momentum Tilt ETF 0.03715 38.25 1.12176
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.03695 22.59 1.44158
iShares Russell 3000 ETF 0.03571 24.83 1.43482
Schwab Fundamental U.S. Large Company ETF 0.03521 18.52 2.21151
Columbia U.S. ESG Equity Income ETF 0.03498 -99.18 1.44131
Schwab Fundamental U.S. Broad Market Index ETF 0.03201 -57.77 2.19075
HCM Defender 500 Index ETF 0.03183 39.68 1.34734
WisdomTree Efficient Gold Plus Equity Strategy Fund 0.03105 46.77 1.40216
Xtrackers MSCI Kokusai Equity ETF 0.03072 20.65 1.971
Vanguard Russell 3000 ETF 0.03 31.87 1.43817
iShares MSCI ACWI ETF 0.02996 -19.68 2.10908
iShares MSCI Kokusai ETF 0.02943 25.89 1.97357
FlexShares Morningstar US Market Factor Tilt Index Fund 0.02353 21.94 1.69572
Invesco S&P 500® Downside Hedged ETF 0.02295 15.96 1.44362
WisdomTree U.S. Efficient Core Fund 0.02252 28.71 1.39934
ProShares UltraPro S&P500 0.02137 68.18 1.43997
Gotham Enhanced 500 ETF 0.012 30.12 1.55253
Invesco S&P 500 Revenue ETF 0.0106 19.95 2.08195
Vanguard Intermediate-Term Corporate Bond ETF 0.01 0.1996 4.17
Vanguard Short-Term Bond ETF 0.01 0.6638 3.02
Vanguard Long-Term Bond ETF 0.01 -4.93 4.89
Vanguard Intermediate-Term Bond ETF 0.01 -1.1 3.45
Vanguard Long-Term Corporate Bond ETF 0.01 -4.21 4.94
iShares MSCI ACWI Low Carbon Target ETF 0.00985 19.48 2.05381
SPDR MSCI World StrategicFactors ETF 0.00743 21.44 2.3827
Schwab U.S. Aggregate Bond ETF 0 -1.22 3.65
Schwab 1-5 Year Corporate Bond ETF 0 -48.42 3.48



Руководитель Должность Оплата Год рождения
Ms. Angela L. Kleiman President, CEO & Director 2.12M 1971 (54 года)
Ms. Barbara M. Pak CFA Executive VP & CFO 1.97M 1978 (47 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 (44 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 (40 лет)
Angela Kralovec Senior Vice President of Investment Management
Mr. Brennan McGreevy Group VP & Chief Accounting Officer 1984 (41 год)

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