SCHEDULE: Copeland Capital Management Discloses 5.85% Stake in US Physical Therapy

Copeland Capital Management, LLC has reported a 5.85% beneficial ownership stake in US Physical Therapy, totaling 676,795 shares of common stock as of June 30, 2025.

Summary

• Copeland Capital Management, LLC, a Delaware-organized investment adviser, filed a Schedule 13G indicating beneficial ownership in US Physical Therapy.
• The filing reports an aggregate beneficial ownership of 676,795 shares of US Physical Therapy common stock.
• This ownership represents 5.85% of the company's common stock class.
• The event date requiring this filing was June 30, 2025.
• Copeland Capital Management, LLC holds sole voting power over 583,323 shares and shared voting power over 156,873 shares.
• The firm also holds sole dispositive power over 583,323 shares and shared dispositive power over 156,873 shares.
• The filing was made under Rule 13d-1(b) and signed by Sofia A. Rosala, General Counsel and CCO, on July 18, 2025.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would inherently indicate positive or negative sentiment regarding the company's performance or outlook.

Positives

• Copeland Capital Management, LLC, an investment adviser, has taken a significant beneficial ownership stake of 5.85% in US Physical Therapy, indicating institutional interest.

Future Outlook

NA

Management Comments

• "After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct."

Industry Context

This filing indicates a significant institutional investment in the physical therapy sector, suggesting continued investor interest in healthcare services, particularly those focused on rehabilitation and wellness.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional stake by Copeland Capital Management, LLC may be viewed positively by existing shareholders as it signals confidence from a professional investment firm, potentially increasing investor interest and liquidity.

Key Dates

Keywords

US Physical Therapy, Copeland Capital Management, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, Institutional Ownership, SEC Filing