Essex Property Trust (ESS) — What Changed

Material changes in the AI committee's view · 32 events tracked · Detected nightly

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2026-08-01 MAJOR
▼ Agreement Shift

ESS's Committee agreement moved from 71.40% to 42.90% (-28.50pp, 1 day(s) apart).

71.40 → 42.90 (-28.5)

2026-08-01 MINOR
▼ Score Change

ESS's Committee score moved from 50.47 to 49.10 (-1.37, 1 day(s) apart).

50.47 → 49.10 (-1.4)

2026-08-01 MATERIAL
— Conviction Change

ESS's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-31 MATERIAL
▲ Agreement Shift

ESS's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-31 MINOR
▼ Score Change

ESS's Committee score moved from 54.80 to 50.47 (-4.33, 1 day(s) apart).

54.80 → 50.47 (-4.3)

2026-07-31 MATERIAL
— Conviction Change

ESS's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MINOR
▼ Agreement Shift

ESS's Committee agreement moved from 66.70% to 57.10% (-9.60pp, 1 day(s) apart).

66.70 → 57.10 (-9.6)

2026-07-30 MAJOR
▼ Score Change

ESS's Committee score moved from 64.92 to 54.80 (-10.12, 1 day(s) apart).

64.92 → 54.80 (-10.1)

2026-07-30 MAJOR
— Rating Change

ESS moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-28 MINOR
▼ Agreement Shift

ESS's Committee agreement moved from 71.40% to 66.70% (-4.70pp, 1 day(s) apart).

71.40 → 66.70 (-4.7)

2026-07-28 MAJOR
▲ Score Change

ESS's Committee score moved from 56.07 to 64.92 (+8.85, 1 day(s) apart).

56.07 → 64.92 (+8.8)

2026-07-28 MATERIAL
— Conviction Change

ESS's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-28 MAJOR
— Rating Change

ESS moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-24 MATERIAL
▲ Agreement Shift

ESS's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-24 MINOR
▲ Score Change

ESS's Committee score moved from 52.32 to 54.64 (+2.32, 1 day(s) apart).

52.32 → 54.64 (+2.3)

2026-07-24 MATERIAL
— Conviction Change

ESS's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-19 MINOR
▼ Score Change

ESS's Committee score moved from 51.94 to 51.90 (-0.04, 1 day(s) apart).

51.94 → 51.90 (-0.0)

2026-07-18 MINOR
▼ Score Change

ESS's Committee score moved from 53.37 to 51.94 (-1.43, 1 day(s) apart).

53.37 → 51.94 (-1.4)

2026-07-16 MATERIAL
▲ Agreement Shift

ESS's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-16 MINOR
▼ Score Change

ESS's Committee score moved from 54.28 to 53.37 (-0.91, 1 day(s) apart).

54.28 → 53.37 (-0.9)

2026-07-15 MAJOR
▼ Agreement Shift

ESS's Committee agreement moved from 80.00% to 42.90% (-37.10pp, 1 day(s) apart).

80.00 → 42.90 (-37.1)

2026-07-15 MAJOR
▼ Score Change

ESS's Committee score moved from 66.91 to 54.28 (-12.63, 1 day(s) apart).

66.91 → 54.28 (-12.6)

2026-07-15 MAJOR
— Conviction Change

ESS's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-07-15 MAJOR
— Rating Change

ESS moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-14 MINOR
▼ Score Change

ESS's Committee score moved from 71.06 to 66.91 (-4.15, 1 day(s) apart).

71.06 → 66.91 (-4.2)

2026-07-13 MAJOR
▲ Agreement Shift

ESS's Committee agreement moved from 42.90% to 80.00% (+37.10pp, 1 day(s) apart).

42.90 → 80.00 (+37.1)

2026-07-13 MAJOR
▲ Score Change

ESS's Committee score moved from 57.45 to 71.06 (+13.61, 1 day(s) apart).

57.45 → 71.06 (+13.6)

2026-07-13 MAJOR
— Conviction Change

ESS's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-13 MAJOR
— Rating Change

ESS moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-10 MAJOR
▼ Agreement Shift

ESS's Committee agreement moved from 80.00% to 57.10% (-22.90pp, 3 day(s) apart).

80.00 → 57.10 (-22.9)

2026-07-10 MAJOR
▼ Score Change

ESS's Committee score moved from 70.50 to 60.98 (-9.52, 3 day(s) apart).

70.50 → 60.98 (-9.5)

2026-07-10 MAJOR
— Conviction Change

ESS's Committee conviction moved from high to contested (3 day(s) apart).

high → contested

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →