Albert D. Mason Inc’s US Physical Therapy USPH Stock Holding History

Albert D. Mason Inc’s Portfolio USPH Stock Details USPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,856	Closed	-$786K	–	149
2025 Q1	$786K	Buy	10,856 +260	+2%	+$21.8K	0.53%	76
2024 Q4	$940K	Buy	10,596 +139	+1%	+$12.4K	0.63%	67
2024 Q3	$885K	Sell	10,457 -102	-1%	-$9.05K	0.57%	76
2024 Q2	$976K	Buy	10,559 +70	+0.7%	+$7.08K	0.66%	63
2024 Q1	$1.18M	Buy	10,489 +111	+1%	+$11.1K	0.73%	60
2023 Q4	$967K	Sell	10,378 -26	-0.2%	-$2.29K	0.64%	67
2023 Q3	$954K	Sell	10,404 -248	-2%	-$26.6K	0.69%	65
2023 Q2	$1.29M	Sell	10,652 -45	-0.4%	-$4.85K	0.89%	41
2023 Q1	$1.05M	Sell	10,697 -50	-0.5%	-$4.77K	0.73%	55
2022 Q4	$871K	Buy	10,747 +102	+1%	+$8.56K	0.62%	69
2022 Q3	$809K	Buy	10,645 +3,450	+48%	+$332K	0.65%	69
2022 Q2	$786K	Buy	7,195 +236	+3%	+$25.1K	0.58%	82
2022 Q1	$692K	Buy	6,959 +51	+0.7%	+$4.86K	0.45%	99
2021 Q4	$660K	Buy	6,908 +21	+0.3%	+$2.1K	0.39%	102
2021 Q3	$762K	Buy	6,887 +11	+0.2%	+$1.25K	0.49%	93
2021 Q2	$797K	Sell	6,876 -110	-2%	-$12.6K	0.49%	90
2021 Q1	$727K	Sell	6,986 -60	-0.9%	-$7.46K	0.47%	87
2020 Q4	$847K	Buy	7,046 +15	+0.2%	+$1.51K	0.59%	76
2020 Q3	$611K	Buy	7,031 +80	+1%	+$6.88K	0.5%	84
2020 Q2	$563K	Buy	6,951 +236	+4%	+$17.2K	0.47%	91
2020 Q1	$463K	Sell	6,715 -15	-0.2%	-$1.58K	0.47%	87
2019 Q4	$770K	Buy	6,730 +10	+0.1%	+$1.25K	0.54%	87
2019 Q3	$877K	Buy	6,720 +30	+0.4%	+$3.91K	0.66%	72
2019 Q2	$820K	Sell	6,690 -40	-0.6%	-$4.6K	0.62%	79
2019 Q1	$707K	Buy	6,730 +40	+0.6%	+$4.3K	0.52%	90
2018 Q4	$685K	Sell	6,690 -215	-3%	-$23.9K	0.55%	83
2018 Q3	$819K	Sell	6,905 -107	-2%	-$12.1K	0.56%	84
2018 Q2	$673K	Buy	7,012 +20	+0.3%	+$1.85K	0.49%	88
2018 Q1	$568K	Sell	6,992 -25	-0.4%	-$1.94K	0.43%	93
2017 Q4	$507K	Buy	7,017 +15	+0.2%	+$1.02K	0.38%	95
2017 Q3	$430K	Sell	7,002 -7,465	-52%	-$455K	0.35%	100
2017 Q2	$874K	Sell	14,467 -30	-0.2%	-$1.92K	0.73%	57
2017 Q1	$947K	Sell	14,497 -5,837	-29%	-$414K	0.8%	51
2016 Q4	$1.43M	Sell	20,334 -34,254	-63%	-$2.18M	1.25%	28
2016 Q3	$3.42M	Buy	54,588 +24,044	+79%	+$1.48M	1.1%	34
2016 Q2	$1.84M	Buy	30,544 +147	+0.5%	+$8.06K	1.07%	37
2016 Q1	$1.51M	Hold	30,397	–	–	0.93%	42
2015 Q4	$1.63M	Sell	30,397 -1,208	-4%	-$60.5K	1.07%	38
2015 Q3	$1.42M	Buy	31,605 +88	+0.3%	+$4.39K	0.88%	50
2015 Q2	$1.73M	Sell	31,517 -54,072	-63%	-$2.68M	0.93%	42
2015 Q1	$4.07M	Sell	85,589 -6,202	-7%	-$264K	0.85%	53
2014 Q4	$3.85M	Sell	91,791 -897	-1%	-$35.3K	0.77%	53
2014 Q3	$3.28M	Buy	92,688 +1,180	+1%	+$41.7K	0.64%	62
2014 Q2	$3.13M	Buy	91,508 +3,181	+4%	+$103K	0.57%	71
2014 Q1	$3.05M	Buy	88,327 +1,000	+1%	+$33.2K	0.6%	69
2013 Q4	$3.08M	Buy	87,327 +12,000	+16%	+$393K	0.61%	67
2013 Q3	$2.34M	Buy	75,327 +13,907	+23%	+$411K	0.49%	72
2013 Q2	$1.7M	Buy	+61,420	New	+$1.62M	0.38%	79

Other funds holding USPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Albert D. Mason Inc's USPH Position: Q2 2025 in Review

Albert D. Mason Inc sold out of US Physical Therapy (USPH) in Q2 2025, closing a stake of 10,856 shares — an estimated $786K sold.

Albert D. Mason Inc first reported a position in USPH in Q2 2013 and held it in 48 quarters. The position peaked at $4.07M in Q1 2015. 240 funds tracked by Wall St. Rank hold USPH as of Q2 2025.

Albert D. Mason Inc reported no remaining US Physical Therapy position as of Q2 2025 after selling out during the quarter.
Albert D. Mason Inc sold 10,856 US Physical Therapy shares in Q2 2025, an estimated $786K.
Albert D. Mason Inc first reported a position in US Physical Therapy in Q2 2013 and held it in 48 quarters.
Albert D. Mason Inc's US Physical Therapy position peaked at $4.07M in Q1 2015.
240 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2025.

Based on Albert D. Mason Inc's 13F filing for Q2 2025, filed 29 Jul 2025.